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Building 2PITTSBURGH FINANCIAL PLANNERS, INC.

Map pinBRIDGEVILLE, PA
Phone412-220-1690
NotebookSEC #801-123722
Total AUM
$160.6M
Employees
6
Clients
181

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1195 WASHINGTON PIKE
SUITE 100
BRIDGEVILLE
PA 15017
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
412-220-1690

ReceiptFinancials

Total AUM
$160.6M
Accounts
500
Discretionary
$115.1M
Accounts
365
Non-Discretionary
$45.6M
Accounts
135

ContactClients

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Individual Clients
99
AUM
$24.3M
HNW Individual Clients
58
AUM
$112.9M
Pension/Profit Sharing Plan Clients
1
AUM
$4.5M
Charitable Organization Clients
1
AUM
$75.2K
Corporation or Business Clients
7
AUM
$10.5M
Other Clients
15
AUM
$8.4M
Description of Other Clients
IRREVOCABLE TRUSTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER MANAGEMENT BY OTHER MONEY MANAGERS

Shield checkCompliance

Disclosures

None reported

State Registrations
LANHOHPATX

HandshakeAffiliates

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

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