PITTSBURGH FINANCIAL PLANNERS, INC.

1195 Washington Pike
Suite 100
Bridgeville, Pennsylvania 15017
Tel: 412-220-1690

About PITTSBURGH FINANCIAL PLANNERS, INC.

PITTSBURGH FINANCIAL PLANNERS, INC, formally registered with the SEC as PITTSBURGH FINANCIAL PLANNERS, INC. The firm was established in 04/15/2022. They have over 1 offices throughout the country.

PITTSBURGH FINANCIAL PLANNERS, INC. is a Bridgeville, Pennsylvania based Financial Planning firm with nearly $137,056,147 assets under management, offering retirement planning & investment advisory services to 437 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	14155
SEC#	801-123722
Assets Managed by Firm	$137,056,147
No. of Clients	437
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF ASSETS UNDER MANAGEMENT BY OTHER MONEY MANAGERS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	437	$137,056,147
Individuals (other than high net worth individuals)	72	$12,439,710
High net worth individuals	68	$109,481,789
Pension and profit sharing plans	Fewer than 5 clients	$1,249,917
Corporations or other businesses	5	$9,752,083

More Retirement Planning firms in Bridgeville, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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