Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 07/28/1994
ADV Location PITTSBURGH, PA, United States
Contact Info 412 xxxxxxx
Websites
AUM* 1,275,342,290 14%
of that, discretionary 1,243,363,862 14%
Number of Employees 7
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 20,243,528 12%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pension and profit sharing plans
- State or municipal government entities
- Other investment advisers
- Insurance companies

Advisory Activities

- Portfolio management for businesses
- Pension consulting services
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1B 1B 986M 789M 591M 394M 197M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker464287200 Stock NameIShares S&P 500 Index $ Position$81,422,626 % Position22.00% $ Change-6.00% # Change-1.00%
Stck Ticker464287507 Stock NameIShares S&P MidCap 400 $ Position$17,281,197 % Position5.00% $ Change1.00% # Change-1.00%
Stck Ticker67066G104 Stock NameNVIDIA Corporation $ Position$18,458,322 % Position5.00% $ Change-7.00% # Change0.00%
Stck Ticker464287804 Stock NameIShares S&P SmCap 600 $ Position$12,976,597 % Position3.00% $ Change3.00% # Change0.00%
Stck Ticker037833100 Stock NameApple Inc $ Position$11,290,356 % Position3.00% $ Change-7.00% # Change0.00%
Stck Ticker02079K305 Stock NameAlphabet Inc-Cl A $ Position$8,891,643 % Position2.00% $ Change-9.00% # Change0.00%
Stck Ticker11135F101 Stock NameBroadcom LTD $ Position$6,458,855 % Position2.00% $ Change-11.00% # Change0.00%
Stck Ticker595112103 Stock NameMicron Technology Inc $ Position$7,659,171 % Position2.00% $ Change18.00% # Change0.00%
Stck Ticker594918104 Stock NameMicrosoft Corp $ Position$8,595,347 % Position2.00% $ Change-24.00% # Change0.00%
Stck Ticker46432F842 Stock NameIShares Core MSCI EAFE ETF $ Position$8,288,203 % Position2.00% $ Change1.00% # Change0.00%

Brochure Summary