TrueAdvisor
TrueAdvisor
CK
CK

Cole Anthony Kopacek

Thornburg Investment Management INC
15 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Thornburg Investment Management INC
Compensation
Fee-Only (AUM)
Firm Size
29 advisors
Number of Clients
705 clients
Average Client Portfolio
$64.2M average
Assets Under Management
$45.3B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

Location

Austin, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Thornburg Investment Management INC
April 2021 - Present · 4 yrs 10 mos
Thornburg Securities LLC
April 2021 - Present · 4 yrs 10 mos
Thornburg Securities LLCBroker
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Invesco Advisers, INC.
October 2011 - April 2021 · 9 yrs 6 mos
Invesco Distributors, INC.Broker
September 2010 - April 2021 · 10 yrs 7 mos
Chase Investment Services CORP.Broker
February 2010 - August 2010 · 6 mos
State Registrations3 states
CANMTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.