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Home > Retirement Planners > pennsylvania > pittsburgh > BILL FEW ASSOCIATES, INC.
BILL FEW ASSOCIATES, INC.
107 Mt. Nebo Pointe
Suite 200
Pittsburgh, Pennsylvania 15237
Tel: 412 630-6000
About BILL FEW ASSOCIATES, INC.
BILL FEW ASSOCIATES, INC, formally registered with the SEC as BILL FEW ASSOCIATES, INC. The firm was established in 04/10/1987. They have over 3 offices throughout the country.
BILL FEW ASSOCIATES, INC. is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $2,125,447,761 assets under management, offering retirement planning & investment advisory services to 7141 clients. The firm is staffed with 31 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 133561 |
| SEC# | 801-29235 |
| Assets Managed by Firm | $2,125,447,761 |
| No. of Clients | 7141 |
| No. of Advisors | 31 |
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
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7141 | $2,125,447,761 |
| Individuals (other than high net worth individuals) | 2792 | $1,553,381,015 |
| High net worth individuals | 29 | $538,191,328 |
| Pension and profit sharing plans | 14 | $31,365,376 |
| Charitable organizations | Fewer than 5 clients | $2,510,042 |
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