$69.8M Total AUM
$69.8M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vector signalOak value +more
- Established Date
- 01-28-1998
- Office Locations
- 1
Office Locations
39555 Orchard Hill Place Suite 600 Novi MI
About George Papadopoulos, CPA/PFS,CFP
George Papadopoulos, CPA/PFS, CFP, provides holistic financial planning and investment management designed to go beyond the numbers and reflect clients’ values and priorities. Services include portfolio construction/asset allocation alongside tax, retirement, and estate planning. A notable differentiator: he prepares clients’ personal income taxes each year at no additional cost. Custodies at Charles Schwab and screens for strong client fit.
Team overview
-- AVG AGE
$69.8M AVG AUM / ADVISOR
$4.1M AVG AUM / CLIENT
16.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
28yrs Firm Age
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Asset Classes
Element element Glacier Pathway Insight vector Focus oak
Client Personas
Ridge north Pioneer element Unison
Custodian
Zenith Legacy Horizon wave
Investment Themes
Ridge pathway Focus foundation
Investment Vehicles
Harbor
Services
Signal Optima Pioneer delta Delta Element timber Insight Foundation meridian Matrix Horizon value Timber
Technology
Element Ember Atlas Momentum north
Owner & Executives
GEORGE PAPADOPOULOS
--
- CRD
- #2499573
- Ownership
- 75% or more
(843) 845-1494
peak.atlas@peakcapital.com
in linkedin.com/in/pioneer-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,844,689 | -- |
| Non-Discretionary | $0 | -- |
| Total | $69,844,689 | -- |
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Separately Managed Accounts
Total SMA Asset: $69,844,689
Public Funds:
71.9% Cash:
28.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,462,672,521 | 71.9% |
| Cash | $1,353,283,698 | 28.1% |
| Total | $4,815,956,219 | 100.0% |