Steel Tower Investments
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 166742
- Registered since
- June 18, 2024
- Website
- www.steeltowerinv.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATC, COMERICA SECURITIES,INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.02%
- Insurance Companies14.03%
- Individuals3.07%
- Corporations / Businesses0.79%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Steel Tower Investments is an independent, privately owned LLC operating as a registered investment adviser (SEC registered in 2024). The firm describes itself as a capital allocator serving both individual/family and institutional clients and offers a mix of fee arrangements (percentage of AUM, hourly, and fixed fees). Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Steel Tower maintains relationships with broker-dealers, other advisers, accounting professionals and insurance firms. The firm does not identify as an active ESG investor.
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 Equities69%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents7%
- State & Local Bonds4%
- Investment Grade Corp Bonds4%
Contacts
3 of 4
Kenneth Urish
Founding PartnerCRD 5352005
Bradford Hess
Wealth ManagementCRD 5936696
Elizabeth Urish
Founder and Managing DirectorCRD 5542282
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$103M in ETFs
84%
$86.5M
15%
$16.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $30.8M | 425,817 | 29.80% |
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
- 444 Liberty Ave
- Time zone
- ET (UTC-5)
- Office locations
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