Paul R. Kopey & Associates

Overview

Paul R. Kopey & Associates is a small, independent RIA operated as a sole proprietorship by Paul R. Kopey. The firm serves individual and family clients and small businesses, combining financial planning and discretionary portfolio management with accounting-related services. Investment activity shows a clear equity tilt: the adviser favors exchange-traded equities (both individual stocks and ETFs) as the primary building block of client portfolios, supplemented by mutual funds and selective allocations to alternative strategies. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The adviser is not positioned as a multi-state firm, does not identify as an active ESG investor, and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices