ALLEGHENY FINANCIAL GROUP LTD

Stone Quarry Crossing
811 Camp Horne Road, Suite 100
Pittsburgh, Pennsylvania 15237
Tel: 412-367-3880

About ALLEGHENY FINANCIAL GROUP LTD

ALLEGHENY FINANCIAL GROUP LTD, formally registered with the SEC as ALLEGHENY FINANCIAL GROUP LTD. The firm was established in 01/17/1977. They have over 1 offices throughout the country.

ALLEGHENY FINANCIAL GROUP LTD is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $3,789,857,601 assets under management, offering retirement planning & investment advisory services to 10726 clients. The firm is staffed with 101 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104690
SEC#	801-12566
Assets Managed by Firm	$3,789,857,601
No. of Clients	10726
No. of Advisors	101

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Other(PERFORMANCE BASED FEES PD TO GPS OF AFFILIATED ENTITIES)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	10726	$3,789,857,601
Individuals (other than high net worth individuals)	2289	$776,035,400
High net worth individuals	959	$2,697,254,797
Pension and profit sharing plans	Fewer than 5 clients	$11,277,551
Charitable organizations	19	$45,260,156
Corporations or other businesses	11	$54,143,250

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