Vice President of Operations · Pring Turner
Katie J Fisher
CRD 8168199 · Named on Form ADV at one SEC-registered adviser
At a glance
Pring Turner, an SEC-registered wealth manager based in Alamo, CA with $297 million in regulatory assets, lists Katie J Fisher on its Form ADV as Vice President of Operations.
Firms and roles
- Pring TurnerVice President of OperationsWealth manager · Alamo, CA · $297M in regulatory assets
AtlasMembers
Katie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Thomas J. KopasChief Executive Officer, Pring Turner
- James W. KopasPortfolio Manager, Chief Compliance Officer, Pring Turner
- Pamela IwaszewiczFinancial Planner, Pring Turner
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Katie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.