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Building 2MFA WEALTH ADVISORS, LLC

Map pinPITTSBURGH, PA
Phone412-343-8700
NotebookSEC #801-79952
Total AUM
$605.4M
Employees
13
Clients
803

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
650 WASHINGTON ROAD
SUITE 8000
PITTSBURGH
PA 15228
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
412-343-8700

ReceiptFinancials

Total AUM
$605.4M
Accounts
2,033
Discretionary
$602.4M
Accounts
1,942
Non-Discretionary
$3M
Accounts
91

ContactClients

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Individual Clients
664
AUM
$170.5M
HNW Individual Clients
137
AUM
$433.4M
Pension/Profit Sharing Plan Clients
1
AUM
$107.6K
Charitable Organization Clients
1
AUM
$1.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILLAMAMDNCNJNYOHPASCTXVAWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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