ALLEGHENY INVESTMENTS

RIASEC RegisteredEst. 2000

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, SEC-registered registered investment adviser organized as an LLC and registered in 2000. The firm is individually owned and serves both private clients (individuals and families) and institutional clients. Its advisory scope includes financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients, and it also operates as an insurance broker. Fee arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. The firm’s stated activity set and affiliations indicate involvement with pooled investment vehicles in a sponsor/GP capacity.