KEITH L. ELIOU, CFP

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
PITTSBURGH, Pennsylvania
CRD number
301734
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Keith L. Eliou, CFP operates as a sole proprietorship, providing a range of financial services including financial planning, portfolio management, and pension consulting. The firm engages in multiple business activities, such as real estate brokerage and insurance brokerage, which allows it to offer a diverse set of financial products to its clients. While the firm does not actively pursue ESG investments, it does focus on a variety of advisory activities, including educational seminars and workshops aimed at enhancing clients' financial literacy.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • KEITH ELIOU

    Sole ProprietorCRD 7114840

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
950 Greentree Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth