RIA Intel›Advisers›Pennsylvania›PITTSBURGH FINANCIAL PLANNERS, INC.

PITTSBURGH FINANCIAL PLANNERS, INC.

Advisory

N·BRIDGEVILLE, PA

Data as of Jul 2, 2024 · Source: SEC Form ADV

Total AUM
$161M
1-Year AUM Growth
+26.0%
3-Year CAGR
+8.3%
Employees
4
Assets Under Management
Total AUM$161M
Discretionary AUM$115M
Non-Discretionary AUM$46M
Discretionary %71.6%
Total Clients179
Team
Total Employees4
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record12
First FilingMar 16, 2022
Latest FilingJul 2, 2024
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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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