ALLEGHENY INVESTMENTS, LTD.

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

About ALLEGHENY INVESTMENTS, LTD.

ALLEGHENY INVESTMENTS, LTD, formally registered with the SEC as ALLEGHENY INVESTMENTS, LTD. The firm was established in 06/02/2000. They have over 13 offices throughout the country.

ALLEGHENY INVESTMENTS, LTD. is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $530,304,606 assets under management, offering retirement planning & investment advisory services to 2199 clients. The firm is staffed with 81 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	7597
SEC#	801-57662
Assets Managed by Firm	$530,304,606
No. of Clients	2199
No. of Advisors	81

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	2199	$530,304,606
Individuals (other than high net worth individuals)	819	$223,243,338
High net worth individuals	116	$239,686,508
Pension and profit sharing plans	6	$5,474,291
Charitable organizations	27	$57,234,195
Corporations or other businesses	Fewer than 5 clients	$4,666,274

More Retirement Planning firms in Pittsburgh, Pennsylvania:

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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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