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FORT PITT CAPITAL GROUP, LLC

680 Andersen Drive
Foster Plaza Ten -- Suite 350
Pittsburgh, Pennsylvania 15220
Tel: 412-921-1822

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About FORT PITT CAPITAL GROUP, LLC

FORT PITT CAPITAL GROUP, LLC, formally registered with the SEC as FORT PITT CAPITAL GROUP, LLC. The firm was established in 08/31/2015. They have over 2 offices throughout the country.

FORT PITT CAPITAL GROUP, LLC is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $4,302,944,245 assets under management, offering retirement planning & investment advisory services to 8521 clients. The firm is staffed with 69 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#281385
SEC#801-106608
Assets Managed by Firm$4,302,944,245
No. of Clients8521
No. of Advisors69

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other(REVENUE SHARING WITH AFFILIATES (FRS AND FTCS))

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total8521$4,302,944,245
Individuals (other than high net worth individuals)2726$2,798,941,317
High net worth individuals352$1,128,568,572
Pension and profit sharing plans61$168,328,900
Charitable organizations53$17,503,047
Corporations or other businesses44$121,151,619

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