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COMMONWEALTH INVESTMENT MANAGEMENT
Koppers Building
436 Seventh Avenue, Suite 2600
Pittsburgh, Pennsylvania 15219
Tel: 412-765-2771
About COMMONWEALTH INVESTMENT MANAGEMENT
COMMONWEALTH INVESTMENT MANAGEMENT, formally registered with the SEC as COMMONWEALTH INVESTMENT MANAGEMENT. The firm was established in 07/28/1994. They have over 1 offices throughout the country.
COMMONWEALTH INVESTMENT MANAGEMENT is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $1,117,447,925 assets under management, offering retirement planning & investment advisory services to 62 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106292 |
| SEC# | 801-47108 |
| Assets Managed by Firm | $1,117,447,925 |
| No. of Clients | 62 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Other (REGISTERED MUNICIPAL ADVISOR)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 62 | $1,117,447,925 |
| Pension and profit sharing plans | 19 | $309,711,487 |
| Other investment advisers | 1 | $23,393,486 |
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