Allegheny Investments

RIASEC Registered

Total AUM

$742M

Discretionary

$739M

100% of AUM

Avg account

$228K

Accounts

3,261

Employees

Advisory reps

Firm details

Headquarters: Pittsburgh, Pennsylvania
CRD number: 7597
Registered since: June 2, 2000
Website: alleghenyfinancial.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI49.48%
Individuals37.22%
Charitable Organizations9.62%
Pension & Profit Sharing Plans2.87%
Corporations / Businesses0.81%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Allegheny Investments is an independent, privately owned registered investment adviser that provides financial planning and portfolio management for individuals, small businesses, and institutions. The firm is registered with the SEC (registered in 2000) and offers a mix of fee arrangements — percentage of AUM, hourly, and fixed fees — alongside insurance brokerage services. Its client base spans individual and family clients as well as institutional relationships. The firm does not identify as an active ESG investor.