| As of Date | 03/27/2025 |
| Registration | SEC, Approved, 06/12/1989 |
| ADV Location | PITTSBURGH, PA, United States |
| Contact Info | (41 xxxxxxx |
| Websites |
| AUM* | 542,360,790,853 8% |
| of that, discretionary | 542,360,790,853 29% |
| Private Fund GAV* | 0 |
| Avg Account Size | 7,043,646,634 34% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 106 5%
of those in investment advisory functions 105 5%
- Investment companies
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds