Pring/Turner Capital Group Inc
Legal Name: PRING/TURNER CAPITAL GROUP, INC.
Full Contact Details
Pring/Turner Capital Group Inc
1600 S. MAIN STREET, #375, WALNUT CREEK, CA
(925) 287-8527
(925) 287-8653
Other Info
Pring/Turner Capital Group Inc, which is legally known as PRING/TURNER CAPITAL GROUP, INC., is a California Corporation that has been approved by the U.S. Securities and Exchange Commission since April 20, 1977. The firm has a team of 3 employees, 2 of whom are in advisory roles, and serves an unknown number of clients.
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Collaborative Financial Planning With a Team You Can Trust. We work closely with you to craft a well-defined financial plan so you can turn your attention to what matters most.
Direct Owners
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JAMES WILLIAM KOPAS
PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
-
JOE DENNIS TURNER
PRESIDENT owns more than 25% but less than 50%
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MARTIN JOHN PRING
CHAIRMAN owns more than 25% but less than 50%
-
THOMAS JOHN KOPAS
CHIEF EXECUTIVE OFFICER owns more than 25% but less than 50%
Firms Located Nearby
- Sequoia Planning & Investments LLC
- JP King Advisors Inc
- Cedar Wealth Management LLC
- Garrison Point Funds LLC
- Baker Brose & Mitsutome Wealth Management LLC
- Prime Meridian Capital Management LLC
- Insignia Capital Group LP
- Gemmer Asset Management LLC
- Castle Rock Wealth Management LLC
- Destination Wealth Management
Top Holdings
- SCHWAB U.S. LARGE-CAP GROWTH ETF $3,916k
- Schwab Aggregate Bond ETF (SCH $3,385k
- UNION PAC CORP $3,245k
- CISCO SYSTEMS INC $3,096k
- INTEL CORP $2,924k
- CVS HEALTH CORP $2,848k
- ISHARES TR $2,800k
- KINDER MORGAN INC $2,759k
- CUMMINS INC $2,617k
- WELLS FARGO CO NEW $2,451k