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Building 2FORT PITT CAPITAL GROUP, LLC

Map pinPITTSBURGH, PA
Phone412-921-1822
NotebookSEC #801-106608
Total AUM
$5.2B
Employees
74
Clients
3,381

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
680 ANDERSEN DRIVE
FOSTER PLAZA TEN -- SUITE 350
PITTSBURGH
PA 15220
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
412-921-1822
Other Offices
1

ReceiptFinancials

Total AUM
$5.2B
Accounts
9,164
Discretionary
$5.1B
Accounts
9,133
Non-Discretionary
$9.8M
Accounts
31

ContactClients

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Individual Clients
2,820
AUM
$3.4B
HNW Individual Clients
376
AUM
$1.4B
Banking Clients
1
AUM
$0
Investment Company Clients
1
AUM
$60.9M
Pension/Profit Sharing Plan Clients
63
AUM
$207M
Charitable Organization Clients
57
AUM
$21.5M
Government Entity Clients
10
AUM
$4.7M
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
2
AUM
$3.8K
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
48
AUM
$119.3M
Other Clients
1
AUM
$0
Description of Other Clients
NONE

Briefcase businessServices

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Services Offered
Company Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDCDEFLGAIDILINKYLAMAMDMEMIMNMONCNENHNJNMNVNYOHORPASCTNTXVAWAWIWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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