Patrick
Shope

Spc

CRD#2817465
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Patrick Shope is a financial advisor who works out of Ann Arbor, Michigan who has 10 years of industry experience. Shope works at Spc. During their career, the advisor has held roles at Daybreak Salon & Spa and Spc. Shope has Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to operate in Delaware, Florida, Indiana, Michigan, North Carolina, Ohio and Utah. Spc is a registered investment business headquartered in Ann Arbor, MI. The firm has offices in 426 locations and a total of 610 people on staff. It has $6 billion in total assets between its 34,594 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 20 charities and foundations. Of its 34,594 client accounts, just 8% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Spc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management vary depending on which services the firm provides the client. However, fee types billed by Spc most likely include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

180 Little Lake Drive Suite 2B
Ann Arbor, MI 48103

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Spc Brokerage Details

Total Assets Under Management

$5,964,256,852

MI Average: $943,424,332
Total Number of Employees

610

MI Average: 21
Total Number of Accounts

34,594

MI Average: 1,586
Average Account Size

$172,407

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Patrick Shope Work History

Patrick has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Spc

2013 - 2013 (< 1 year)

Daybreak Salon & Spa

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Patrick Shope to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Spc

Chad Hyllested
Colorado Springs, CO
Patrick Shope
Ann Arbor, MI
Steven Abbey
Dallas, TX
Mikel Rosenberry
Fort Lauderdale, FL
Jeremy Fortin
Englewood, CO
Matthew Glickenhaus
Saint Petersburg, FL
Craig Johnson
Ann Arbor, MI
Justin Mccolaugh
Cincinnati, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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