Pochop Financial Management, Inc.
Pochop Financial Management, Inc. (CRD# 141397) is a financial advisory firm headquartered in South Burlington, VT. They manage $20,072,834 in 153 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts153ACCOUNTS
Average Account Value$131,195
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Rene Pochop (CRD# 2541810) is an Investment Advisor Representative working at Pochop Financial Management, Inc. in South Burlington, VT and has over 23 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.