RIA Intel›Advisers›Pennsylvania›MID ATLANTIC FINANCIAL MANAGEMENT, INC.

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

Advisory

N·PITTSBURGH, PA

Data as of Jul 30, 2021 · Source: SEC Form ADV

Total AUM
$3.4B
1-Year AUM Growth
+12.5%
3-Year CAGR
+11.6%
Employees
96
Assets Under Management
Total AUM$3.4B
Discretionary AUM$2.8B
Non-Discretionary AUM$534M
Discretionary %84.2%
Total Clients—
Team
Total Employees96
Investment Advisers96
Employee Growth (1Y)—
Filing History
Total Filings on Record79
First FilingMar 29, 2001
Latest FilingJul 30, 2021
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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