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Building 2APPALACHIAN CAPITAL MANAGEMENT

Map pinST. CLAIRSVILLE, OH
Phone740-695-3434
NotebookSEC #801-130291
Total AUM
$175.3M
Employees
4
Clients
358

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
51461 JENNIFER LANE
SUITE 215
ST. CLAIRSVILLE
OH 43950
United States
Operating Hours
9:00 A.M.-5:00 P.M. (ET)
Monday - Friday
Phone
740-695-3434

ReceiptFinancials

Total AUM
$175.3M
Accounts
761
Discretionary
$175.3M
Accounts
761
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
291
AUM
$60.9M
HNW Individual Clients
50
AUM
$109.6M
Pension/Profit Sharing Plan Clients
1
AUM
$180.6K
Charitable Organization Clients
16
AUM
$4.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHWV

HandshakeAffiliates

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

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