Steel Tower Investments

RIASEC RegisteredEst. 2024
Total AUM
$259M
Discretionary
$259M
100% of AUM
Avg account
$1.4M
Accounts
182
Employees
5
Advisory reps
4

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

FINTRX

Overview

Steel Tower Investments is a limited liability company that acts as a capital allocator to both individual/family and institutional clients. The firm registered with the SEC in 2024 and lists ownership as a mix of a domestic entity and an individual. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Fee arrangements are flexible — percentage of AUM, hourly fees and fixed fees are all used. Firm-level affiliations include relationships with a broker-dealer, another investment adviser, an accounting practice and an insurance company. Steel Tower does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 69%, Public Funds/Mutual Funds 13%, Cash & Cash Equivalents 7%, State & Local Bonds 4%, Investment Grade Corp Bonds 4%, US Government Bonds 3%69%
  • Exchange Traded Equities69%
  • Public Funds/Mutual Funds13%
  • Cash & Cash Equivalents7%
  • State & Local Bonds4%
  • Investment Grade Corp Bonds4%

Contacts

3 of 4
  • Elizabeth Urish

    Elizabeth Urish

    Founder and Managing DirectorCRD 5542282

  • Saundra Gibson Genoni

    Saundra Gibson Genoni

    Managing DirectorCRD 2390180

  • Kenneth Urish

    Kenneth Urish

    Founding PartnerCRD 5352005

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 33

Active vs passive

$103M in ETFs

Passive

84%

$86.5M

Active

15%

$16.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TAX-MANAGED FUNDS (VEA)VanguardPassiveForeign Large Blend$30.8M425,81729.80%
Unlock additional holdings →

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
444 Liberty Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

DWD Portfolio Solutions, Inc.

RIA

Pittsburgh, PA

AUM $248MTEAM 6REPS 5

Kailasa Capital Management LLC

RIA

Pittsburgh, PA

AUM $298MTEAM 3REPS 2

Chronometer Partners LP

RIA

Pittsburgh, PA

AUM $308MTEAM 10REPS 2

WMS Wealth Planners

RIA

Pittsburgh, PA

AUM $315MTEAM 6REPS 3

Vista Investment Management, LLC

RIA

Pittsburgh, PA

AUM $324MTEAM 4REPS 4

Kapusta Financial Group

RIA

Pittsburgh, PA

AUM $200MTEAM 4REPS 3
More RIAs in Pittsburgh →All Pennsylvania RIAs →