POPA FINANCIAL SERVICES, INC.

POPA FINANCIAL SERVICES, INC. of BETHEL PARK, PA is an SEC-registered investment adviser (CRD 117219). Regulatory assets under management: $11.0M.

Registration

• CRD: 117219
• Type: Registered investment adviser
• Location: BROUGHTON PROFESSIONAL BUILDING, BETHEL PARK, PA, 15102
• Phone: 412-854-1260
• Latest filing: 2026-03-31
• Regulatory AUM: $11.0M
• Discretionary AUM: $11.0M
• Clients: 2
• Accounts: 38

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117219 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search