Paul R. Kopey & Associates
Paul R. Kopey & Associates (CRD# 138346) is a financial advisory firm headquartered in , . They manage $12,797,000 in 13 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Paul R. Kopey & Associates
By the Numbers
-
Total Assets Under Management13MILLION
-
Total Number of Accounts13ACCOUNTS
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Average Account Value$984,385
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Paul R. Kopey & Associates
No Advisor Found.
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