Pochop Financial Management, Inc.

Pochop Financial Management, Inc. (CRD# 141397) is a financial advisory firm headquartered in South Burlington, VT. They manage $19,371,355 in 167 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $115,996
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY, VT

Financial Advisors at Pochop Financial Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Rene A. Pochop
CRD#: 2541810
1233 Shelburne Road, Suite 420, South Burlington, VT 05403
96
Wealthminder
score

Rene Pochop (CRD# 2541810) is an Investment Advisor Representative working at Pochop Financial Management, Inc. in South Burlington, VT and has over 22 years of experience in the finance industry. Rene Pochop has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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