firm profile
P.A. Schopen & Associates, LLC
Overview
P.A. Schopen & Associates, LLC is a state registered investment adviser based in Golden, CO, registered since 2018. It reports $54.7M in assets under management across 206 accounts, with 2 employees. It has 2 investment adviser representatives.
- Reported AUM
- $54.7M
- Discretionary
- 100%
- Accounts
- 206
- Average account
- $265K
- Employees
- 2
- Advisory reps
- 2
- Registered since
- 2018
- Jurisdictions
- 2
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 1 of 1
- Peter Anthony Schopen Managing Member, Chief Compliance Officer CRD 1922158
Advisory reps 2 of 2
- Peter Alexander Huffman Investment Adviser Rep CRD 1335015
- Peter Anthony Schopen Investment Adviser Rep CRD 1922158
Location
- Headquarters
- 14143 Denver West Blvd. Suite 100
Golden, CO 80401 - Metro area
- Denver-Aurora-Lakewood, CO
- Region
- West
Registrations
- State registered
- Registered in 2 jurisdictions
Every state, with registration dates
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