P.a. Schopen & Associates, LLC
P.a. Schopen & Associates, LLC (CRD# 290581) is a financial advisory firm headquartered in Golden, CO. They manage $42,071,308 in 215 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
P.a. Schopen & Associates, LLC
By the Numbers
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Total Assets Under Management42MILLION
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Total Number of Accounts215ACCOUNTS
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Average Account Value$195,681
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, TX
Financial Advisors at P.a. Schopen & Associates, LLC
1
Peter Huffman (CRD# 1335015) is an Investment Advisor Representative working at P.a. Schopen & Associates, LLC in Golden, CO and has over 24 years of experience in the finance industry.
2
Peter Schopen (CRD# 1922158) is an Investment Advisor Representative working at P.a. Schopen & Associates, LLC in Golden, CO and has over 24 years of experience in the finance industry.
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