1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Map pinPITTSBURGH, PA
Phone412-697-5200
NotebookSEC #801-62441
Total AUM
$3.3B
Employees
28
Clients
786

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE PPG PLACE, SUITE 1700
PITTSBURGH
PA 15222
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
412-697-5200
Other Offices
1

ReceiptFinancials

Total AUM
$3.3B
Accounts
1,952
Discretionary
$2.1B
Accounts
1,850
Non-Discretionary
$1.2B
Accounts
102

ContactClients

View more in analytics →

Individual Clients
569
AUM
$640.1M
HNW Individual Clients
94
AUM
$1.2B
Pension/Profit Sharing Plan Clients
108
AUM
$1.3B
Charitable Organization Clients
5
AUM
$63.2M
Government Entity Clients
2
AUM
$31.6M
Corporation or Business Clients
8
AUM
$57.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ALCACOFLLAMDMINCNYOHPATXVAWV

HandshakeAffiliates

View all affiliates →

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

Feature requires an account