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SHOPE ADVISORS GROUP
Shope Advisors Group
5014 W Genesee St
Camillus, New York 13031
Tel: 315-701-5857
About SHOPE ADVISORS GROUP
SHOPE ADVISORS GROUP, formally registered with the SEC as SHOPE ADVISORS GROUP. The firm was established in 03/10/2022. They have over 1 offices throughout the country.
SHOPE ADVISORS GROUP is a Camillus, New York based Financial Planning firm with nearly $57,096,078 assets under management, offering retirement planning & investment advisory services to 83 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144056 |
| SEC# | 801-123407 |
| Assets Managed by Firm | $57,096,078 |
| No. of Clients | 83 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 83 | $57,096,078 |
| Individuals (other than high net worth individuals) | 69 | $31,532,225 |
| High net worth individuals | 14 | $25,563,853 |
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