Hunter Associates LLC

Broker-DealerFINRA MemberEst. 1992
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Accounts
2,624
Employees
14
Advisory reps
22
Brokerage reps
13

Firm details

Headquarters
Pittsburgh, Pennsylvania
CRD number
30177
Registered since
July 27, 1992
Website
hunterassociates.com
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI72.56%
  • Individuals18.46%
  • Charitable Organizations5.63%
  • Corporations / Businesses3.18%
  • Pension & Profit Sharing Plans0.16%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Hunter Associates LLC is an independent registered investment adviser that serves individuals, families and institutional clients. The firm charges asset-based fees and fixed fees and also conducts broker-dealer and insurance broker activities alongside its advisory practice. It does not describe itself as an active ESG investor and it reports involvement as a sponsor/GP or managing member of pooled investment vehicles, indicating the firm both advises clients and participates in private fund structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 42%, Public Funds/Mutual Funds 42%, US Government Bonds 6%, Cash & Cash Equivalents 6%, State & Local Bonds 3%, Other 1%42%
  • Exchange Traded Equities42%
  • Public Funds/Mutual Funds42%
  • US Government Bonds6%
  • Cash & Cash Equivalents6%
  • State & Local Bonds3%

Owners & executives

3 of 3
  • Bradley Marshall

    Bradley Marshall

    CFOCRD 2047270

  • Erica Snyder

    Erica Snyder

    President, CEOCRD 3075140

  • Patrick Clark

    Patrick Clark

    Partner and Chief Compliance OfficerCRD 5314331

Contacts

3 of 19
  • Robert Daniel

    Robert Daniel

    Investment AdvisorCRD 2329620

  • Daniel Scarpitti

    Daniel Scarpitti

    Investment AdvisorCRD 6064938

  • Laura Reynolds

    Laura Reynolds

    Operations AssociateCRD 6065086

Unlock 16 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 87

Active vs passive

$344M in ETFs

Passive

62%

$212M

Active

37%

$132M

ETFProviderStyleCategoryValueShares% of portfolio
GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF (GSLC)Goldman SachsPassiveLarge Blend$51.4M362,39714.95%
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Location

Primary office

Pittsburgh, PA

Allegheny

Location

Pittsburgh, PA

Headquartered in Pittsburgh, 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
436 7th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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