Bill Few Associates, Inc.
Firm details
- Headquarters
- Sewickley, Pennsylvania
- CRD number
- 133561
- Registered since
- April 10, 1987
- Website
- www.billfew.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals73.16%
- HNWI25.4%
- Pension & Profit Sharing Plans1.25%
- Charitable Organizations0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Bill Few Associates, Inc. is an independent registered investment adviser that has been SEC-registered since 1987 and operates as a corporation. The firm serves both individual and family clients as well as institutional relationships and positions itself as a capital allocator and selector of outside managers. Its advisory services include financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting support, and the selection of other advisers. The firm also delivers educational seminars and workshops and maintains an insurance brokerage capability. Fee arrangements are a mix of percentage of AUM, hourly charges and fixed fees. Bill Few Associates does not identify as an active ESG investor and is not classified as a multi-state adviser in the available information.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities15%
- Cash & Cash Equivalents9%
- State & Local Bonds1%
Owners & executives
3 of 3
Thomas Beilstein
Co-Chief Investment Officer, Portfolio ManagerCRD 2667130
John Jones
Chief Operating OfficerCRD 2363024
Michael Kauffelt
Partner, Co-CIOCRD 2315161
Contacts
3 of 25
Mia Kovacs
Vice PresidentCRD 5778870
Natalie Kasievich
Client Service AssociateCRD 5751861
Adam Logan
Senior Vice President, Portfolio ManagerCRD 7893424
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$205M in ETFs
42%
$86.6M
33%
$118M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN MORTGAGE-BACKED SECURITIES ETF (JMTG) | JP Morgan | $43.4M | 855,925 | 21.19% |
Location
Sewickley, PA
Allegheny
Location
Sewickley, PA
Headquartered in Sewickley, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 2100 Georgetown Dr
- Time zone
- ET (UTC-5)
- Office locations
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