BPU INVESTMENT MANAGEMENT, INC.

PITTSBURGH, PA

1-800-822-6585

SEC #801-60229

Total AUM

$517.1M

Employees

Clients

952

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

ONE OXFORD CENTER
301 GRANT ST., STE. 3300
PITTSBURGH
PA 15219
United States

Operating Hours

8:30 A.M.-5:00 P.M.
Monday - Friday

Phone

1-800-822-6585

Other Offices

Financials

Total AUM

$517.1M

Accounts

1,932

Discretionary

$497.4M

Accounts

1,758

Non-Discretionary

$19.7M

Accounts

174

Clients

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Individual Clients

768

AUM

$166.4M

HNW Individual Clients

116

AUM

$316.4M

Pension/Profit Sharing Plan Clients

AUM

$8.4M

Insurance Company Clients

AUM

$1.5M

Corporation or Business Clients

AUM

$24.4M

Services

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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

Compliance

Disclosures

Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation

State Registrations

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Affiliates

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Affiliates

Reported 3 business affiliates.

Claimed Affiliates

Reported as an affiliate by 0 other businesses.