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Building 2TOUCHSTONE CAPITAL, INC.

Map pinPITTSBURGH, PA
Phone(724) 933-8388
NotebookSEC #801-112657
Total AUM
$101.9M
Employees
18
Clients
181

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1001 MCKNIGHT PARK DRIVE
PITTSBURGH
PA 15237
United States
Operating Hours
9:00 AM - 5:00 PM
MONDAY, TUESDAY, THURSDAY, FRIDAY
Phone
(724) 933-8388
Other Offices
2

ReceiptFinancials

Total AUM
$101.9M
Accounts
182
Discretionary
$101.9M
Accounts
182
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
152
AUM
$36.8M
HNW Individual Clients
26
AUM
$64.7M
Pension/Profit Sharing Plan Clients
1
AUM
$386.3K
Charitable Organization Clients
1
AUM
$34.1K
Corporation or Business Clients
1
AUM
$1.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLNHNYOHPATNTXVA

HandshakeAffiliates

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

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