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Building 2GIERL AUGUSTINE INVESTMENT MANAGEMENT, INC.

Map pinSEVEN FIELDS, PA
Phone724-353-1800
NotebookSEC #801-67529
Total AUM
$331.3M
Employees
11
Clients
636

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
310 SEVEN FIELDS BLVD.
SUITE 161
SEVEN FIELDS
PA 16046
United States
Operating Hours
8:00AM-4:30 PM
Monday - Friday
Phone
724-353-1800
Other Offices
1

ReceiptFinancials

Total AUM
$331.3M
Accounts
1,476
Discretionary
$327.9M
Accounts
1,474
Non-Discretionary
$3.3M
Accounts
2

ContactClients

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Individual Clients
549
AUM
$119.1M
HNW Individual Clients
62
AUM
$156.8M
Charitable Organization Clients
7
AUM
$13.1M
Government Entity Clients
7
AUM
$28.2M
Corporation or Business Clients
11
AUM
$14.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS MANAGED BY OUTSIDE ADVISOR FIRMS

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAMDNCNHOHPASCTXVAVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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