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Building 2EXECUTIVE WEALTH COUNSELORS, LLC

Map pinPITTSBURGH, PA
Phone412-760-7781
NotebookSEC #801-122885
Total AUM
$177.3M
Employees
4
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
244 BOULEVARD OF THE ALLIES
1ST FLOOR
PITTSBURGH
PA 15222
United States
Operating Hours
9:00AM-5:30PM
Monday - Friday
Phone
412-760-7781

ReceiptFinancials

Total AUM
$177.3M
Accounts
477
Discretionary
$168.5M
Accounts
471
Non-Discretionary
$8.8M
Accounts
6

ContactClients

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Individual Clients
103
AUM
$21M
HNW Individual Clients
81
AUM
$155.8M
Charitable Organization Clients
1
AUM
$469K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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