P.A. SCHOPEN & ASSOCIATES, LLC

Overview

P.A. Schopen & Associates, LLC is a privately owned limited liability company that provides fee-based portfolio management primarily for individuals and families, as well as small businesses. The firm charges a percentage-of-AUM advisory fee and reports active ESG investing as part of its approach. It is not positioned as a capital allocator or pension consultant and does not operate as a multi-state or related adviser under the available filing details. Advisory services focus on discretionary portfolio management for individual and small-business clients. The firm uses third-party investment managers for certain strategies and custodies client assets through a major retail custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives