Cole Anthony Kopacek
Investment adviser representative at Thornburg Investment Management Inc
16 yearsExperience
2 statesRegistered in
$54.5BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Thornburg Investment Management IncApr 2021 to now
- Thornburg Securities Corp.Apr 2021 to now
- Invesco Advisers, Inc.Oct 2011 to Apr 2021
- Invesco Distributors, Inc.Aug 2010 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
Thornburg Investment Management Inc
$54.5BAssets managed
635Clients
42Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5751571
- Firm CRD
- 106357