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POPA FINANCIAL SERVICES, INC.
CRD 117219
BROUGHTON PROFESSIONAL BUILDING, 105 BROUGHTON ROAD, 2ND FLOOR, BETHEL PARK, PA, 15102, United States
Phone
412-854-1260
Fax
412-854-1460
Registration
— (—)
Source
State registered
Total AUM
$11.0M
Discretionary AUM
$11.0M
Team
2 total employees; 2 advisory reps; 38 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $11.0M |
All web addresses on file
Official SEC filing: View on IAPD