Adviser Profile

As of Date 06/29/2026
Registration SEC, Approved, 08/17/2009
ADV Location PITTSBURGH, PA, United States
Contact Info (41 xxxxxxx
Websites
AUM* 0
of that, discretionary
Number of Employees 311 12%
of those in investment advisory functions 213 5%
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Related adviser

Client Types

Advisory Activities

- Educational seminars/workshops

Compensation Arrangments

Reported AUM

1 1 1 1
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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