POCHOP FINANCIAL MANAGEMENT, INC.
Firm details
- Headquarters
- SOUTH BURLINGTON, Vermont
- CRD number
- 141397
- Website
- www.pochopfinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pochop Financial Management, Inc. is an independent registered investment adviser serving individual and family clients, with a particular focus on financial planning and portfolio management for individuals and small businesses. The firm charges a combination of percentage-of-AUM fees and hourly fees, which supports both ongoing investment relationships and project-based planning work. Pochop manages discretionary assets and shows a clear preference for equities while maintaining sizable cash positions, indicating a conservative liquidity posture alongside equity exposure. The firm is not an active ESG investor, does not act as a capital allocator to external alternative managers, and is organized as a corporation owned by an individual.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents39%
- Exchange Traded Equities30%
- Non-Exchange Traded Equities23%
- Private Funds7%
- Investment Grade Corp Bonds1%
Contacts
1 of 1RENE POCHOP
PresidentCRD 2541810
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SOUTH BURLINGTON, VT
CHITTENDEN
Location
SOUTH BURLINGTON, VT
Headquartered in SOUTH BURLINGTON, VT, anchoring the Burlington-South Burlington-Barre, VT metro in the Northeast.
- Metro area
- Burlington-South Burlington-Barre, VT
- Region
- Northeast
- County
- CHITTENDEN
- Address
- 1233 Shelburne Rd
- Time zone
- ET (UTC-5)
- Office locations
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