P
CRD: 290581
P.a. Schopen & Associates, LLC
Golden, CO, 80401
3039863734
$54.7M Total AUM
$54.7M Disc. AUM
-- 3Y CAGR
2 Employees
93 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-19-2018
- Office Locations
- 1
Office Locations
14143 Denver West Blvd. Suite 100 Golden CO
About P.a. Schopen & Associates, LLC
P.a. Schopen & Associates, LLC is a Golden-based RIA. The firm has been operating for 8 years. Managing $54.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$27.3M AVG AUM / ADVISOR
$587.9K AVG AUM / CLIENT
8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Element bridge Fusion delta Vertex Summit
Investment Themes
Catalyst fusion Meridian Pioneer
Investment Vehicles
Capital element
Services
Peak Value Pathway peak Bridge vertex
Owner & Executives
P
PETER ANTHONY SCHOPEN
Business Consultant, Chief Compliance Officer, Managing Member
- CRD
- #1922158
- Ownership
- 75% or more
(464) 679-7348
peak.ember@insightcapital.com
in linkedin.com/in/ridge-horizon
Showing 1 of 1 owners & executives
Unlock allContacts
P
PETER ALEXANDER HUFFMAN
--
- CRD
- #1335015
(368) 488-9911
prime.beacon@embercapital.com
in linkedin.com/in/horizon-element
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,675,321 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,675,321 | -- |
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Separately Managed Accounts
Total SMA Asset: $54,675,321
Public Funds:
29.7% Equity - Exchange:
39.5% Cash:
30.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,507,952,085 | 29.7% |
| Equity - Exchange | $3,335,491,830 | 39.5% |
| Cash | $2,600,839,200 | 30.8% |
| Total | $8,444,283,115 | 100.0% |