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 $4,472,173,015 assets under management, offering retirement planning & investment advisory services to 12226 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	$4,472,173,015
No. of Clients	12226
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 services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	12226	$4,472,173,015
Individuals (other than high net worth individuals)	2485	$819,966,155
High net worth individuals	1097	$3,333,897,438
Pension and profit sharing plans	Fewer than 5 clients	$13,401,455
Charitable organizations	19	$43,924,843
Corporations or other businesses	16	$62,335,864

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