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THE COURY FIRM
PITTSBURGH, PA
412-261-5744
SEC #801-112543Total AUM
$1.3B
Employees
23Clients
252Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
260 FORBES AVENUE
SUITE 1600
PITTSBURGH
PA 15222
United States
SUITE 1600
PITTSBURGH
PA 15222
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
412-261-5744
Financials
Total AUM
$1.3B
Accounts
1,031Discretionary
$1.1B
Accounts
717Non-Discretionary
$221.6M
Accounts
314
Clients
Individual Clients
89AUM
$36.4M
HNW Individual Clients
117AUM
$690.2M
Pooled Vehicle Clients
2AUM
$167.4M
Pension/Profit Sharing Plan Clients
17AUM
$174.4M
Charitable Organization Clients
7AUM
$20.3M
Corporation or Business Clients
20AUM
$236.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES. SEE PART 1 SECTION 6.B.(3)
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CADEFLPAWV
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.