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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Shope Financial Planning Inc
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| CRD # | 144056 |
| SEC # | 801-123407 |
| CIK # | |
| AUM | $57.1 M (2025-02-20) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 315-701-5857 |
| Address | Shope Advisors Group Camillus, NY 13031 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 31.5 |
| (b) Individuals (high net worth individuals) | 14 | 25.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 83 | 57.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 83 | 57.1 |
| Total | 83 | 57.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 57.1 | |
| Total | 83 | 57.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rochester Investments Inc
✚
|
NY | 0.1 |
|
Maureen A Whelan
✚
|
NY | 0.1 |
|
John T McCarthy LLC
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|
0.1 | |
|
GPS Financial LLC
✚
|
NY | 0.1 |
|
GA Pincus Funds LLC
✚
|
0.1 | |
|
Saperston Legacy Advisors Inc
✚
|
NY | 0.1 |
|
Wealthunite Advisors LLC
✚
|
NY | 0.1 |
|
Prince Financial Advisory LLC
✚
|
NY | 0.1 |
|
Silver Advisors LLC
✚
|
NY | 0.1 |
|
Exclusive Resource Management LLC
✚
|
NY | 0.1 |