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Shope Financial Planning, Inc.

● SEC registered since 2022CRD 144056SEC# 801-123407Camillus, NY
Export (members)
Reg. AUM
$57.1M
Employees
2
Accounts
83
Location
Camillus, NY

Shope Financial Planning, Inc. assets under management

Shope Financial Planning, Inc. is an SEC-registered investment adviser based in Camillus, NY. The firm has been registered since 2022. It reports $57.1 million in regulatory assets under management and employs 2 people.
shopefinancialplanning.comView on SEC.gov ↗

Shope Financial Planning, Inc. owners & executives

2 reported
NameTitleOwnershipSince
James Ray Shope ControlPresidentOver 75%2005
Michelle L Shope ControlChief Compliance Officer10-25%2025

Frequently asked questions

How much does Shope Financial Planning, Inc. manage?

Shope Financial Planning, Inc. reports $57.1 million in regulatory assets under management on its Form ADV.

How many employees does Shope Financial Planning, Inc. have?

Shope Financial Planning, Inc. reports 2 employees.

Where is Shope Financial Planning, Inc. located?

Shope Financial Planning, Inc. is based in Camillus, NY and has been SEC-registered since 2022.

Does Shope Financial Planning, Inc. disclose fund performance?

Shope Financial Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressShope Advisors Group, 5014 W Genesee St, Camillus, NY 13031
Phone315-701-5857
Fax315-701-5928
Office hours8:30 a.m. - 4:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$57.1M
Total (RAUM)$57.1M