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Building 2STRAVA WEALTH

Map pinPITTSBURGH, PA
Phone412-854-2100
NotebookSEC #801-62560
Total AUM
$388.1M
Employees
7
Clients
178

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
61 MCMURRAY ROAD
SUITE 204
PITTSBURGH
PA 15241-1633
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
412-854-2100
Other Offices
1

ReceiptFinancials

Total AUM
$388.1M
Accounts
748
Discretionary
$368M
Accounts
742
Non-Discretionary
$20.1M
Accounts
6

ContactClients

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Individual Clients
49
AUM
$11.5M
HNW Individual Clients
125
AUM
$357M
Pension/Profit Sharing Plan Clients
3
AUM
$19M
Charitable Organization Clients
1
AUM
$646.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% OF ASSETS MONITORED

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMDPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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