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POCHOP FINANCIAL MANAGEMENT, INC.
CRD 141397
1233 SHELBURNE ROAD, SUITE 420, SOUTH BURLINGTON, VT, 05403, United States
Phone
802-865-4900
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$37.1M
Discretionary AUM
$37.1M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 71 | $37.1M |
All web addresses on file
Official SEC filing: View on IAPD