RIA Intel›Advisers›Colorado›P.A. SCHOPEN & ASSOCIATES, LLC

P.A. SCHOPEN & ASSOCIATES, LLC

Advisory

GOLDEN, CO

Data as of Apr 9, 2026 · Source: SEC Form ADV

Rank in CO

#643

of 720 advisers by AUM

Average account

$265K

across 206 accounts

AUM per adviser

$27M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 9, 2026.

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$55M

Discretionary AUM$55M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients93

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

93 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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