RIA Intel›Advisers›Pennsylvania›COMMONWEALTH ADVISORY GROUP, LTD.

COMMONWEALTH ADVISORY GROUP, LTD.

Advisory

N·PITTSBURGH, PA

Data as of Mar 15, 2021 · Source: SEC Form ADV

Total AUM
$465M
1-Year AUM Growth
+6.8%
3-Year CAGR
+7.9%
Employees
5
Assets Under Management
Total AUM$465M
Discretionary AUM$0
Non-Discretionary AUM$465M
Discretionary %0%
Total Clients—
Team
Total Employees5
Investment Advisers8
Employee Growth (1Y)—
Filing History
Total Filings on Record57
First FilingJun 14, 2001
Latest FilingMar 15, 2021
🔒 Full AUM trend chart and 57 historical filings spanning 20+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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