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Building 2PWA WEALTH MANAGEMENT

Map pinGREENSBURG, PA
Phone412-931-2700
NotebookSEC #801-62312
Total AUM
$575M
Employees
13
Clients
969

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
542 RUGH STREET
SUITE 1000
GREENSBURG
PA 15601
United States
Operating Hours
9:00 - 4:30
Monday - Friday
Phone
412-931-2700
Other Offices
2

ReceiptFinancials

Total AUM
$575M
Accounts
2,209
Discretionary
$574.5M
Accounts
2,206
Non-Discretionary
$591.7K
Accounts
3

ContactClients

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Individual Clients
795
AUM
$196M
HNW Individual Clients
159
AUM
$307.3M
Pension/Profit Sharing Plan Clients
7
AUM
$8.4M
Charitable Organization Clients
5
AUM
$51.1M
Corporation or Business Clients
3
AUM
$12.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INSURANCE, ESTATE PLANNING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLLAMDNCNYOHPATXVAWV

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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