Shope & Associates

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

180 Little Lake Dr Ste 2B, Ann Arbor, Mi...

Phone Number

(734) 479-1400

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Shope & Associates

Shope is a financial advisory firm based in Ann Arbor, Michigan, specializing in retirement wealth management for pre-retirees and retirees. With over two decades of experience, they create personalized financial plans that prioritize clients' unique goals and aspirations, ensuring clarity and confidence in their financial futures. The firm focuses on providing comprehensive services, including retirement planning, investment management, and tax planning, tailored for successful professionals and executives. Shope is committed to treating clients with kindness and integrity, fostering long-term relationships built on trust and understanding.Explore more
Shope & Associates's Social MediaPopular SearchesShope & AssociatesShope & Associates LLCSinelli & AssociatesMip/ Sinelli Associates PCPC Sinelli & Associates PCSIC Code 62,628NAICS Code 52,523Show more

Shope & Associates Org Chart

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MP
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Director, Operations

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SP
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Computer Operator

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MR
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Shop Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Shope & Associates

<$5M
1-10
Private
<$5M
2008
MP
Michael PennanenDirector, Operations
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
1984
TJ
Thomas JohnsonAdministrative Assistant
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
2012
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Shope & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Shope & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Shope & Associates.

Shope & Associates financials insights

Gather financial insights about Shope & Associates, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2025

Debt

$50K

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Shope & Associates Tech Stack

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Frequently Asked Questions Regarding Shope & Associates

What is Shope & Associates's official website?
Shope & Associates's official website is www.shopeandassociates.com
What is Shope & Associates's Revenue?
Shope & Associates's revenue is <$5 Million
What is Shope & Associates's SIC code?
Shope & Associates's SIC: 62,628
What is Shope & Associates's NAICS code?
Shope & Associates's NAICS: 52,523
How many employees does Shope & Associates have?
Shope & Associates has 1-10 employees
What industry does Shope & Associates belong to?
Shope & Associates is in the industry of: Finance, Securities Trading
What is Shope & Associates competition?
Shope & Associates top competitors include: Core Wealth Management, FRS Capital Management, ECL Private Wealth Management, Pillar Wealth Management
What technology does Shope & Associates use?
Some of the popular technologies that Shope & Associates uses are: MailChimp, Squarespace Online Stores, Adobe Typekit, Setmore
How do I contact Shope & Associates?
Shope & Associates contact info: Phone number: (734) 479-1400 Website: www.shopeandassociates.com
What does Shope & Associates do?

Shope is a financial advisory firm based in Ann Arbor, Michigan, specializing in retirement wealth management for pre-retirees and retirees. With over two decades of experience, they create personalized financial plans that prioritize clients' unique goals and aspirations, ensuring clarity and confidence in their financial futures. The firm focuses... on providing comprehensive services, including retirement planning, investment management, and tax planning, tailored for successful professionals and executives. Shope is committed to treating clients with kindness and integrity, fostering long-term relationships built on trust and understanding.Read More

What are Shope & Associates social media links?
Shope & Associates Linkedin page Shope & Associates Twitter page
Is Shope & Associates a public company?
Shope & Associates is private company therefore does not currently have an official ticker symbol
See more information about Shope & Associates

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