CRD: 141397
Pochop Financial Management, Inc.
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-31-2006
- Office Locations
- 1
Office Locations
About Pochop Financial Management, Inc.
Pochop Financial Management, Inc. is a Vermont-based, fee-only financial planning and investment advisory firm led by CFP professional Rene A. Pochop. The firm provides customized portfolio management and advice across taxable and retirement accounts, using an asset-allocation approach with rebalancing and no-load mutual funds, with socially responsible investing available by request. Client accounts are typically custodied at Fidelity, and nonprofits receive a management-fee discount.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 71 clients, or 71 clients per representative. That equates to $521.9K in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on January 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Pochop Financial Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RENE ANN POCHOP
Owner, President
- CRD
- #2541810
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,052,692 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,052,692 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Pochop Financial Management, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.