SHOPE FINANCIAL PLANNING, INC.
Doing business as SHOPE ADVISORS GROUP. SEC Form ADV profile.
Total regulatory AUM
$65,622,520
Discretionary
$0
Non-discretionary
$65,622,520
Firm details
- CRD number
- 144056
- SEC file number
- 801-123407
- Main office
- CAMILLUS, NY, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.