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Building 2BILL FEW ASSOCIATES, INC.

Map pinSEWICKLEY, PA
Phone412 630-6000
NotebookSEC #801-29235
Total AUM
$2.7B
Employees
31
Clients
2,972

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2100 GEORGETOWN DRIVE
SUITE 600
SEWICKLEY
PA 15143
United States
Operating Hours
9-5
Monday - Friday
Phone
412 630-6000
Other Offices
2

ReceiptFinancials

Total AUM
$2.7B
Accounts
7,702
Discretionary
$2.1B
Accounts
4,842
Non-Discretionary
$586.4M
Accounts
2,860

ContactClients

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Individual Clients
2,871
AUM
$2B
HNW Individual Clients
83
AUM
$691.8M
Pension/Profit Sharing Plan Clients
13
AUM
$34.2M
Charitable Organization Clients
5
AUM
$5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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

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