$12.7M Total AUM
$12.3M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-06-2006
- Office Locations
- 1
Office Locations
-- Chester Springs PA
About Paul R. Kopey & Associates
Paul R. Kopey & Associates is a boutique RIA serving individuals, families, and business owners with an integrated approach that goes beyond liquid investments to address trusts, estates, and business complexity. The practice emphasizes planning-led portfolio management, often using ETFs alongside investment-grade fixed income, with custody through Charles Schwab.
Team overview
-- AVG AGE
$12.7M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Radial pathway Timber Fusion
Client Personas
Vertex
Investment Themes
Insight
Investment Vehicles
Oak
Services
Eagle Crest Legacy radial Ridge Focus peak Beacon
Owner & Executives
P
PAUL ROBERT KOPEY
PRINCIPAL
- CRD
- #5085399
- Ownership
- 75% or more
(392) 693-9683
crest.delta@pioneercapital.com
in linkedin.com/in/bridge-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,270,000 | -- |
| Non-Discretionary | $417,000 | -- |
| Total | $12,687,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,687,000
Equity - Exchange:
28.9% Corporate - Investment Grade:
14.2% Cash:
18.3% U.S. Government/Agency:
12.0% Corporate - Non-Investment Grade:
26.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $392,303,527 | 28.9% |
| Corporate - Investment Grade | $192,758,135 | 14.2% |
| Cash | $248,413,652 | 18.3% |
| U.S. Government/Agency | $162,894,198 | 12.0% |
| Corporate - Non-Investment Grade | $361,082,140 | 26.6% |
| Total | $1,357,451,652 | 100.0% |