Sign in
Create a free account
MID ATLANTIC FINANCIAL MANAGEMENT, INC.
PITTSBURGH, PA
412-391-7077
SEC #801-21527Total AUM
$3.4B
Employees
96Clients
5,039Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1251 WATERFRONT PLACE
SUITE 510
PITTSBURGH
PA 15222-4235
United States
SUITE 510
PITTSBURGH
PA 15222-4235
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Monday - Friday
Phone
412-391-7077
Other Offices
56
Financials
Total AUM
$3.4B
Accounts
9,652Discretionary
$2.8B
Accounts
8,947Non-Discretionary
$533.6M
Accounts
705
Clients
Individual Clients
3,974AUM
$1.1B
HNW Individual Clients
541AUM
$1.1B
Pension/Profit Sharing Plan Clients
462AUM
$917.7M
Charitable Organization Clients
40AUM
$85.8M
Insurance Company Clients
1AUM
$72.3M
Corporation or Business Clients
21AUM
$36M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/Suspension
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.