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Building 2FNB WEALTH MANAGEMENT

Map pinPITTSBURGH, PA
Phone855-688-0001
NotebookSEC #801-56609
Total AUM
$6.7B
Employees
44
Clients
531

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
626 WASHINGTON PLACE
PITTSBURGH
PA 15219
United States
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Phone
855-688-0001
Other Offices
14

ReceiptFinancials

Total AUM
$6.7B
Accounts
1,097
Discretionary
$6.7B
Accounts
1,097
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
151
AUM
$73.2M
HNW Individual Clients
223
AUM
$1.2B
Banking Clients
2
AUM
$20.3M
Pension/Profit Sharing Plan Clients
3
AUM
$77.3M
Charitable Organization Clients
48
AUM
$344.9M
Government Entity Clients
20
AUM
$156.7M
Insurance Company Clients
6
AUM
$15.4M
Corporation or Business Clients
77
AUM
$558.8M
Other Clients
1
AUM
$4.3B
Description of Other Clients
FIRST NATIONAL TRUST CO

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAMDNCOHPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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