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Building 2MANA FINANCIAL LIFE DESIGN

Map pin
Phone412-721-3443
NotebookSEC #801-135930
Total AUM
$106.1M
Employees
5
Clients
134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
412-721-3443
Other Offices
1

ReceiptFinancials

Total AUM
$106.1M
Accounts
470
Discretionary
$106.1M
Accounts
470
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
88
AUM
$28.6M
HNW Individual Clients
38
AUM
$74.2M
Pension/Profit Sharing Plan Clients
7
AUM
$3.3M
Corporation or Business Clients
1
AUM
$39K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTX

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

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