$11.0M Total AUM
$11.0M Disc. AUM
-- 3Y CAGR
2 Employees
76 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Radial legacy
- Established Date
- 12-31-2002
- Office Locations
- 2
Office Locations
105 Broughton Road 2ND Floor Bethel Park PA
-- Pittsburgh PA
About Popa Financial Services, Inc.
Popa & Associates/Popa Financial Services is a Bethel Park, PA CPA-led practice providing tax planning and advisory, accounting, new business formation, and outsourced CFO support for small businesses, executives, and independent professionals. The firm also offers retirement and estate planning and manages portfolios that lean on ETFs. It also delivers audit/consulting services to credit unions and supports secure document delivery.
Team overview
53 AVG AGE
$5.5M AVG AUM / ADVISOR
$144.1K AVG AUM / CLIENT
15.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Insight Vital focus Radial
Client Personas
Vertex delta Atlas
Custodian
Pathway harbor Radial Zenith Peak
Investment Themes
Timber Insight crest
Investment Vehicles
Momentum vertex
Services
Summit crest Vector radial Legacy Beacon Ridge Crest Wave fusion Pioneer element North Vital atlas Element
Technology
Matrix
Owner & Executives
ALAN JOHN POPA
Founder, President
- CRD
- #4481387
- Ownership
- 75% or more
(318) 351-4790
focus.bridge@frontiercapital.com
in linkedin.com/in/beacon-focus
Showing 1 of 1 owners & executives
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A
ANTHONY JAMES LANDAU
Portfolio Manager
- CRD
- #2167824
(404) 352-7372
alpha.catalyst@vertexcapital.com
in linkedin.com/in/unison-vital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,954,649 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,954,649 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,954,649
Equity - Exchange:
28.3% Cash:
54.5% Equity - OTC:
17.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $150,654,392 | 28.3% |
| Cash | $290,129,483 | 54.5% |
| Equity - OTC | $91,563,801 | 17.2% |
| Total | $532,347,676 | 100.0% |