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Building 2STEEL TOWER INVESTMENTS

Map pinPITTSBURGH, PA
Phone412-586-2060
NotebookSEC #801-130392
Total AUM
$258.7M
Employees
5
Clients
68

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
444 LIBERTY AVENUE
SUITE 1400
PITTSBURGH
PA 15222
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
412-586-2060
Other Offices
1

ReceiptFinancials

Total AUM
$258.7M
Accounts
182
Discretionary
$258.6M
Accounts
181
Non-Discretionary
$97.4K
Accounts
1

ContactClients

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Individual Clients
26
AUM
$7.9M
HNW Individual Clients
18
AUM
$212.1M
Charitable Organization Clients
1
AUM
$235.8K
Insurance Company Clients
17
AUM
$36.3M
Corporation or Business Clients
6
AUM
$2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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