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Building 2WALDRON PRIVATE WEALTH

Map pinBRIDGEVILLE, PA
Phone412-221-1005
NotebookSEC #801-77628
Total AUM
$5.5B
Employees
70
Clients
518

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
44 ABELE ROAD
SUITE 400
BRIDGEVILLE
PA 15017
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
412-221-1005
Other Offices
3

ReceiptFinancials

Total AUM
$5.5B
Accounts
4,014
Discretionary
$5.3B
Accounts
3,524
Non-Discretionary
$237M
Accounts
490

ContactClients

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Individual Clients
168
AUM
$62.4M
HNW Individual Clients
349
AUM
$5.4B
Pension/Profit Sharing Plan Clients
1
AUM
$9.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
INSURANCE PLANNING; SUBADVISER FOR PPLI
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLILMAMDMINCNVNYOHPARISCTXVAWV

HandshakeAffiliates

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

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