POCHOP FINANCIAL MANAGEMENT, INC.

RIASEC Registered
Total AUM
$37.1M
Discretionary
$37.1M
100% of AUM
Avg account
$218K
Accounts
170
Employees
1
Advisory reps
1

Firm details

Headquarters
SOUTH BURLINGTON, Vermont
CRD number
141397
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 39%, Exchange Traded Equities 30%, Non-Exchange Traded Equities 23%, Private Funds 7%, Investment Grade Corp Bonds 1%39%
  • Cash & Cash Equivalents39%
  • Exchange Traded Equities30%
  • Non-Exchange Traded Equities23%
  • Private Funds7%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • RENE POCHOP

    PresidentCRD 2541810

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth