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Building 2SHOPE ADVISORS GROUP

Map pinCAMILLUS, NY
Phone315-701-5857
NotebookSEC #801-123407
Total AUM
$65.6M
Employees
2
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
SHOPE ADVISORS GROUP
5014 W GENESEE ST
CAMILLUS
NY 13031
United States
Operating Hours
8:30 AM - 4:00 PM
Monday - Friday
Phone
315-701-5857

ReceiptFinancials

Total AUM
$65.6M
Accounts
86
Discretionary
$0
Accounts
0
Non-Discretionary
$65.6M
Accounts
86

ContactClients

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Individual Clients
66
AUM
$24.5M
HNW Individual Clients
20
AUM
$41.1M

Briefcase businessServices

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Services Offered
Financial Planning
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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