SHOPE FINANCIAL PLANNING, INC.

SHOPE ADVISORS GROUP
CAMILLUS, New York·2 registered advisors·CRD# 144056
SEC# 801-1234070315-701-5857
01

Firm Overview

AUM
$50M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial Planning
04

Advisors at SHOPE FINANCIAL PLANNING, INC.

2 registered advisors
James Ray Shope
CAMILLUS, New York
Stephen Christopher Shope
CAMILLUS, New York
05

Office Locations

CAMILLUS, New York
2 advisors

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Data sourced from SEC Form ADV filings. SHOPE FINANCIAL PLANNING, INC. (CRD# 144056) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.