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SHOPE ADVISORS GROUP

SHOPE FINANCIAL PLANNING, INC.

CRD 144056 · SEC 801-123407

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SHOPE ADVISORS GROUP, 5014 W GENESEE ST, CAMILLUS, NY, 13031, United States

Phone

315-701-5857

Fax

315-701-5928

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$65.6M

Discretionary AUM

$0

Team

2 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-03

Disciplinary history

No

Services

Financial planning

Client types

TypeClientsAUM
Individuals66$24.5M
High net worth individuals20$41.1M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD