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Building 2GAINVEST

Map pinPITTSBURGH, PA
Phone412-728-3907
NotebookSEC #801-115024
Total AUM
$107.7M
Employees
2
Clients
342

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
429 FOURTH AVENUE
SUITE 300
PITTSBURGH
PA 15219
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
412-728-3907

ReceiptFinancials

Total AUM
$107.7M
Accounts
332
Discretionary
$0
Accounts
0
Non-Discretionary
$107.7M
Accounts
332

ContactClients

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Individual Clients
179
AUM
$2.5M
HNW Individual Clients
129
AUM
$72.8M
Corporation or Business Clients
34
AUM
$32.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
CASH SWEEP INTEREST

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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