Wealth Manager
    Manages Private Funds

    Pochop Financial Management, Inc.

    Registered investment advisor · South Burlington, Vermont · CRD #141397

    Assets Under Management
    $37M
    Client Accounts
    170
    Employees
    1
    CRD Number
    141397
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Pochop Financial Management, Inc.

    Pochop Financial Management, Inc. is a registered investment advisory firm headquartered in South Burlington, Vermont, managing approximately $37M in regulatory assets across 170 client accounts. The firm's full regulatory record is filed with the SEC under CRD #141397.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Pochop Financial Management, Inc.'s AUM?

    Pochop Financial Management, Inc. reports approximately $37M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Pochop Financial Management, Inc. headquartered?

    Pochop Financial Management, Inc. is headquartered in South Burlington, Vermont.

    What is Pochop Financial Management, Inc.'s CRD number?

    Pochop Financial Management, Inc.'s CRD number is 141397. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Pochop Financial Management, Inc. manage?

    Pochop Financial Management, Inc. manages approximately 170 client accounts according to its latest SEC filing.

    Is Pochop Financial Management, Inc. SEC registered?

    Pochop Financial Management, Inc. is registered as a STATE investment adviser.

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