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SHOPE ADVISORS GROUP

Other · CAMILLUS, NY

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • SHOPE ADVISORS GROUP is a other based in CAMILLUS, NY.

Registered with the SEC

Form ADV · 2026-03 · CRD 144056
Regulatory AUM
Private fund assets
Private funds
Staff
2
Registered office
CAMILLUS, NY
SEC status
Approved

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SHOPE FINANCIAL PLANNING, INC.).

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Portfolio

Portfolio — not yet on record

No portfolio companies for SHOPE ADVISORS GROUP are on record yet. Positions surface from round participations, filings, and coverage.

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SHOPE ADVISORS GROUP — Portfolio, Investments & Funds | Private Market View