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Building 2DARTMOUTH CAPITAL ADVISORS, INC.

Map pin
Phone412-585-5014
NotebookSEC #801-49300
Total AUM
$167.6M
Employees
1
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM - 8PM
Monday - Friday
Phone
412-585-5014

ReceiptFinancials

Total AUM
$167.6M
Accounts
15
Discretionary
$167.6M
Accounts
15
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
12
AUM
$135.6M
Pension/Profit Sharing Plan Clients
2
AUM
$24.1M
Corporation or Business Clients
1
AUM
$7.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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