Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new york > utica > ONE HOPPER ASSET MANAGEMENT
ONE HOPPER ASSET MANAGEMENT
1 Hopper Street
Utica, New York 13501
Tel: 315-734-1410
About ONE HOPPER ASSET MANAGEMENT
ONE HOPPER ASSET MANAGEMENT, formally registered with the SEC as ONE HOPPER ASSET MANAGEMENT. The firm was established in 07/13/2022. They have over 1 offices throughout the country.
ONE HOPPER ASSET MANAGEMENT is a Utica, New York based Financial Planning firm with nearly $51,664,376 assets under management, offering retirement planning & investment advisory services to 113 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168816 |
| SEC# | 801-126078 |
| Assets Managed by Firm | $51,664,376 |
| No. of Clients | 113 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 113 | $51,664,376 |
| Individuals (other than high net worth individuals) | 61 | $18,972,204 |
| High net worth individuals | 12 | $24,802,904 |
| Charitable organizations | 1 | $7,889,268 |
More Retirement Planning firms in Utica, New York:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,402,425,838,334 | 2405783 | 29300 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $1,271,593,679,276 | 2911578 | 34934 |
Explore More Retirement Advisors in Utica, New York