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| Keyboard |
| Shope Financial Planning Inc
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|---|---|
| CRD # | 144056 |
| SEC # | 801-123407 |
| CIK # | |
| AUM | 65.6 M (2026-03-03) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 315-701-5857 |
| Address | Shope Advisors Group Camillus, NY 13031 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 24.5 |
| (b) Individuals (high net worth individuals) | 20 | 41.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 86 | 65.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 86 | 65.6 |
| Total | 86 | 65.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 65.6 | |
| Total | 86 | 65.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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