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TOUCHSTONE CAPITAL, INC.
1001 Mcknight Park Drive
Pittsburgh, Pennsylvania 15237
Tel: (724) 933-8388
About TOUCHSTONE CAPITAL, INC.
TOUCHSTONE CAPITAL, INC, formally registered with the SEC as TOUCHSTONE CAPITAL, INC. The firm was established in 03/16/2018. They have over 2 offices throughout the country.
TOUCHSTONE CAPITAL, INC. is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $101,906,685 assets under management, offering retirement planning & investment advisory services to 182 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282537 |
| SEC# | 801-112657 |
| Assets Managed by Firm | $101,906,685 |
| No. of Clients | 182 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 182 | $101,906,685 |
| Individuals (other than high net worth individuals) | 152 | $36,784,982 |
| High net worth individuals | 26 | $64,699,331 |
| Pension and profit sharing plans | Fewer than 5 clients | $386,305 |
| Charitable organizations | Fewer than 5 clients | $34,130 |
| Corporations or other businesses | Fewer than 5 clients | $1,937 |
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