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Building 2R. APPLEGATE & ASSOCIATES LLC

Map pinPITTSBURGH, PA
Phone412-227-2800
NotebookSEC #801-112128
Total AUM
$220.2M
Employees
3
Clients
82

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
436 SEVENTH AVENUE
SUITE 2800
PITTSBURGH
PA 15219
United States
Operating Hours
8:00-6:00
Monday - Friday
Phone
412-227-2800

ReceiptFinancials

Total AUM
$220.2M
Accounts
77
Discretionary
$220.2M
Accounts
77
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
77
AUM
$181.7M
Pension/Profit Sharing Plan Clients
1
AUM
$10.2M
Charitable Organization Clients
2
AUM
$24.6M
Corporation or Business Clients
2
AUM
$3.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PATX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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