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Building 2CS MCKEE

Map pinWARRENDALE, PA
Phone412-566-1234
NotebookSEC #801-117641
Total AUM
$11.7B
Employees
44
Clients
559

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2000 ERICSSON DRIVE
SUITE 100
WARRENDALE
PA 15086
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
412-566-1234
Other Offices
2

ReceiptFinancials

Total AUM
$11.7B
Accounts
554
Discretionary
$11.7B
Accounts
554
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
1
AUM
$0
Banking Clients
1
AUM
$0
Investment Company Clients
7
AUM
$1.1B
Pension/Profit Sharing Plan Clients
131
AUM
$3.7B
Charitable Organization Clients
24
AUM
$306.2M
Government Entity Clients
320
AUM
$4.2B
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
17
AUM
$1.2B
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
19
AUM
$927.1M
Other Clients
36
AUM
$214.2M
Description of Other Clients
FAMILY OFFICE/TRUST

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
UMA MODEL
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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