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
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SHOPE, JAMES, RAY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SHOPE, JAMES, RAY | I | PRESIDENT | E | Control |
| SHOPE, JAMES, RAY | I | PRESIDENT | E | Control |
| SHOPE, JAMES, RAY | I | PRESIDENT | E | Control |
| SHOPE, JAMES, RAY | I | PRESIDENT | E | Control |
| SHOPE, JAMES, R | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SHOPE, JAMES, R | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SHOPE, JAMES, R | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SHOPE, JAMES, RAY | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SHOPE, JAMES, RAY | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SHOPE, JAMES, RAY | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SHOPE, JAMES, RAY | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SHOPE, JAMES, RAY | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SHOPE, JAMES, RAY | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SHOPE, JAMES, RAY | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SHOPE, JAMES, RAY | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SHOPE, JAMES, RAY | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SHOPE, JAMES, RAY | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SHOPE, JAMES, RAY | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SHOPE, JAMES, RAY | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SHOPE, JAMES, RAY | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SHOPE, JAMES, RAY | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SHOPE, STEPHEN, CHRISTOPHER | I | CEO | D | Control |
| SHOPE, STEPHEN, CHRISTOPHER | I | CEO | D | Control |
| SHOPE, STEPHEN, CHRISTOPHER | I | CEO | D | Control |
| SHOPE, STEPHEN, CHRISTOPHER | I | CEO | D | Control |
| SHOPE, STEPHEN, CHRISTOPHER | I | CEO | D | Control |
| SHOPE, STEPHEN, CHRISTOPHER | I | CEO | D | Control |
| SHOPE, STEPHEN, CHRISTOPHER | I | CEO | D | Control |
| SHOPE, STEPHEN, CHRISTOPHER | I | CEO | D | Control |
| SHOPE, STEPHEN, CHRISTOPHER | I | CEO | D | Control |
| SHOPE, STEPHEN, CHRISTOPHER | I | CEO | D | Control |
| SHOPE, STEPHEN, CHRISTOPHER | I | CEO | D | Control |
| SHOPE, STEPHEN, CHRISTOPHER | I | CEO | D | Control |
| SHOPE, STEPHEN, CHRISTOPHER | I | CEO | D | Control |
| SHOPE, STEPHEN, CHRISTOPHER | I | CEO | D | Control |
| SHOPE, STEPHEN, CHRISTOPHER | I | CEO | D | Control |
| SHOPE, STEPHEN, CHRISTOPHER | I | CEO | D | Control |
| SHOPE, STEPHEN, CHRISTOPHER | I | CEO | D | Control |
| Shope, Michelle, L | I | CHIEF COMPLIANCE OFFICER | B | Control |
| Shope, Michelle, L | I | CHIEF COMPLIANCE OFFICER | B | Control |
| Shope, Michelle, L | I | CHIEF COMPLIANCE OFFICER | B | Control |
| Shope, Michelle, L | I | CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Feb 11, 2025 REGISTERED
Notice Filings (2)
NY VT
Address
SHOPE ADVISORS GROUP5014 W GENESEE ST
CAMILLUS, NY 13031
United States
Phone: 315-701-5857