SHOPE FINANCIAL PLANNING, INC.
Legal name: SHOPE ADVISORS GROUP
CRD #144056 SEC #801-123407 CAMILLUS, NY 315-701-5857
SEC Registered
Total AUM
$57.1M
Discretionary
$0
Employees
2
Clients
51
Accounts
83
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $57.1M | $0 | $57.1M | 2 | 0 |
| Feb 2025 | $57.1M | $0 | $57.1M | 2 | 0 |
| Feb 2024 | $50.5M | $0 | $50.5M | 2 | 0 |
| Mar 2023 | $44.6M | $0 | $44.6M | 2 | 0 |
| Jul 2022 | $47.7M | $0 | $47.7M | 2 | 0 |
| Jun 2022 | $47.7M | $0 | $47.7M | 2 | 0 |
| Feb 2022 | $47.7M | $0 | $47.7M | 2 | 0 |
| Feb 2022 | $47.7M | $0 | $47.7M | 2 | 0 |
| Aug 2007 | $10.2M | $0 | $10.2M | 5 | -- |
| Aug 2007 | $10.2M | $0 | $10.2M | 5 | -- |
| Aug 2007 | $10.2M | $0 | $10.2M | 5 | -- |
| Aug 2007 | $9.3M | $0 | $9.3M | 5 | -- |
| Aug 2007 | $9.3M | $0 | $9.3M | 5 | -- |
| Jun 2007 | $9.3M | $0 | $9.3M | 5 | -- |
| May 2007 | $9.3M | $0 | $9.3M | 5 | -- |
| May 2007 | $9.3M | $0 | $9.3M | 5 | -- |
| May 2007 | $9.3M | $0 | $9.3M | 5 | -- |
DateFeb 2025
Total AUM$57.1M
Discretionary$0
Non-Disc.$57.1M
Employees2
Clients0
DateFeb 2025
Total AUM$57.1M
Discretionary$0
Non-Disc.$57.1M
Employees2
Clients0
DateFeb 2024
Total AUM$50.5M
Discretionary$0
Non-Disc.$50.5M
Employees2
Clients0
DateMar 2023
Total AUM$44.6M
Discretionary$0
Non-Disc.$44.6M
Employees2
Clients0
DateJul 2022
Total AUM$47.7M
Discretionary$0
Non-Disc.$47.7M
Employees2
Clients0
DateJun 2022
Total AUM$47.7M
Discretionary$0
Non-Disc.$47.7M
Employees2
Clients0
DateFeb 2022
Total AUM$47.7M
Discretionary$0
Non-Disc.$47.7M
Employees2
Clients0
DateFeb 2022
Total AUM$47.7M
Discretionary$0
Non-Disc.$47.7M
Employees2
Clients0
DateAug 2007
Total AUM$10.2M
Discretionary$0
Non-Disc.$10.2M
Employees5
Clients--
DateAug 2007
Total AUM$10.2M
Discretionary$0
Non-Disc.$10.2M
Employees5
Clients--
DateAug 2007
Total AUM$10.2M
Discretionary$0
Non-Disc.$10.2M
Employees5
Clients--
DateAug 2007
Total AUM$9.3M
Discretionary$0
Non-Disc.$9.3M
Employees5
Clients--
DateAug 2007
Total AUM$9.3M
Discretionary$0
Non-Disc.$9.3M
Employees5
Clients--
DateJun 2007
Total AUM$9.3M
Discretionary$0
Non-Disc.$9.3M
Employees5
Clients--
DateMay 2007
Total AUM$9.3M
Discretionary$0
Non-Disc.$9.3M
Employees5
Clients--
DateMay 2007
Total AUM$9.3M
Discretionary$0
Non-Disc.$9.3M
Employees5
Clients--
DateMay 2007
Total AUM$9.3M
Discretionary$0
Non-Disc.$9.3M
Employees5
Clients--