HUNTER ASSOCIATES LLC
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
FINTRXOverview
Hunter Associates LLC is an independent broker-dealer and SEC-registered advisory firm that has operated since 1992. The firm combines broker-dealer and insurance brokerage activities with discretionary portfolio management and financial planning for individuals, families and institutional clients. Its advisory services include portfolio management for individuals, small businesses and institutions, financial planning, and the selection of outside advisers. Fee arrangements include both percentage-of-AUM and fixed-fee structures. Hunter does not identify as an ESG-focused investor. Hunter is structured as a limited liability company with domestic ownership. It functions as a capital allocator and has affiliations that include acting as a sponsor or managing member of pooled investment vehicles and working as an investment adviser to other entities.
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
- Exchange Traded Equities42%
- Public Funds/Mutual Funds42%
- US Government Bonds6%
- Cash & Cash Equivalents6%
- State & Local Bonds3%
Owners & executives
3 of 3BRADLEY MARSHALL
CFOCRD 2047270
ERICA SNYDER
President, CEOCRD 3075140
PATRICK CLARK
Partner and Chief Compliance OfficerCRD 5314331
Contacts
3 of 19ROBERT DANIEL
Investment AdvisorCRD 2329620
DANIEL SCARPITTI
Investment AdvisorCRD 6064938
LAURA REYNOLDS
Operations AssociateCRD 6065086
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$305M in ETFs
62%
$189M
37%
$116M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF (GSLC) | Goldman Sachs | Passive | Large Blend | $45.2M | 360,535 | 14.82% |
Location
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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