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ALLEGHENY FINANCIAL GROUP
PITTSBURGH, PA
412-367-3880
SEC #801-12566Total AUM
$5.6B
Employees
103Clients
3,971Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
STONE QUARRY CROSSING
811 CAMP HORNE ROAD, SUITE 100
PITTSBURGH
PA 15237
United States
811 CAMP HORNE ROAD, SUITE 100
PITTSBURGH
PA 15237
United States
Operating Hours
8AM-5PM
Monday - Friday
Monday - Friday
Phone
412-367-3880
Financials
Total AUM
$5.6B
Accounts
14,030Discretionary
$5.5B
Accounts
13,898Non-Discretionary
$120.6M
Accounts
132
Clients
Individual Clients
2,583AUM
$802.9M
HNW Individual Clients
1,337AUM
$4.5B
Pooled Vehicle Clients
13AUM
$155.6M
Pension/Profit Sharing Plan Clients
5AUM
$16.1M
Charitable Organization Clients
20AUM
$47.3M
Corporation or Business Clients
13AUM
$72.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERFORMANCE BASED FEES PD TO GPS OF AFFILIATED ENTITIES
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.