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Building 2COMMONWEALTH ADVISORY GROUP, LTD.

Map pinPITTSBURGH, PA
Phone412-531-6040
NotebookSEC #801-60362
Total AUM
$465.4M
Employees
8
Clients
417

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1910 COCHRAN ROAD
MANOR OAK TWO, SUITE 100
PITTSBURGH
PA 15220
United States
Operating Hours
8:00AM - 4:30PM
Monday - Friday
Phone
412-531-6040

ReceiptFinancials

Total AUM
$465.4M
Accounts
915
Discretionary
$0
Accounts
0
Non-Discretionary
$465.4M
Accounts
915

ContactClients

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Individual Clients
290
AUM
$77.8M
HNW Individual Clients
95
AUM
$315.4M
Pension/Profit Sharing Plan Clients
12
AUM
$41.3M
Charitable Organization Clients
8
AUM
$16.7M
Corporation or Business Clients
12
AUM
$14.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLILMDNCNJOHPATXWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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