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ALLEGHENY INVESTMENTS
PITTSBURGH, PA
412-367-3880
SEC #801-57662Total AUM
$742.1M
Employees
21Clients
1,428Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
STONE QUARRY CROSSING
811 CAMP HORNE ROAD, SUITE 100
PITTSBURGH
PA 15237
United States
811 CAMP HORNE ROAD, SUITE 100
PITTSBURGH
PA 15237
United States
Operating Hours
8AM - 5PM
Monday - Friday
Monday - Friday
Phone
412-367-3880
Other Offices
10
Financials
Total AUM
$742.1M
Accounts
3,261Discretionary
$739.4M
Accounts
3,258Non-Discretionary
$2.7M
Accounts
3
Clients
Individual Clients
1,185AUM
$276.2M
HNW Individual Clients
175AUM
$367.2M
Pension/Profit Sharing Plan Clients
12AUM
$21.3M
Charitable Organization Clients
55AUM
$71.4M
Corporation or Business Clients
1AUM
$6M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLGALAMAMDNCNHNJOHPASCTXVAWV
Affiliates
Affiliates
Reported 17 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.