HOP MANAGEMENT

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PHILADELPHIA, Pennsylvania
CRD number
324546
Registered since
January 25, 2023

Firm profile

FINTRX

Overview

HOP Management is organized as a limited liability company and is SEC-registered (registration recorded in 2023). Ownership is split between a domestic entity and an individual. Public filings classify the firm as unclassified and show it is not designated as a capital allocator or a related adviser. The firm is identified in filings as serving in adviser and sponsor roles and as a general partner/managing member of pooled investment vehicles. Regulatory attributes on file indicate HOP Management does not self-identify as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant. Available disclosure about direct client-facing advisory services and fee arrangements is limited.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • THOMAS ELLIOTT

    Chief Financial OfficerCRD 4885673

  • JEFFREY BROTMAN

    COO & Managing PartnerCRD 5622158

  • JONATHAN COHEN

    Chairman & CEOCRD 4874035

Contacts

1 of 1
  • ANDREW GOLDMAN

    Co-FounderCRD 6027130

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PHILADELPHIA, PA

PHILADELPHIA

Location

PHILADELPHIA, PA

Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
PHILADELPHIA
Address
1845 Walnut St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth