CRD: 141397
Pochop Financial Management, Inc.
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- 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.
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Owner & Executives
RENE ANN POCHOP
Owner, President
- CRD
- #2541810
- Ownership
- 75% or more
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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