680 Andersen Drive
Foster Plaza Ten -- Suite 350
Pittsburgh, Pennsylvania 15220
Tel: 412-921-1822
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 281385 |
SEC# | 801-106608 |
Assets Managed by Firm | $4,302,944,245 |
No. of Clients | 8521 |
No. of Advisors | 69 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 8521 | $4,302,944,245 |
Individuals (other than high net worth individuals) | 2726 | $2,798,941,317 |
High net worth individuals | 352 | $1,128,568,572 |
Pension and profit sharing plans | 61 | $168,328,900 |
Charitable organizations | 53 | $17,503,047 |
Corporations or other businesses | 44 | $121,151,619 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$6,649,219,111,273 | 208 | 675 | |
$856,992,911,981 | 330 | 586 | |
$420,303,833,453 | 80 | 101 | |
$337,512,332,679 | 151 | 201 | |
$299,191,714,649 | 634470 | 2124 |
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