INTERCHANGE CAPITAL PARTNERS

301 Grant Street
Suite 3550
Pittsburgh, Pennsylvania 15219
Tel: 412-307-4230

About INTERCHANGE CAPITAL PARTNERS

INTERCHANGE CAPITAL PARTNERS, formally registered with the SEC as INTERCHANGE CAPITAL PARTNERS. The firm was established in 06/08/2020. They have over 2 offices throughout the country.

INTERCHANGE CAPITAL PARTNERS is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $269,644,276 assets under management, offering retirement planning & investment advisory services to 376 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309314
SEC#	801-118862
Assets Managed by Firm	$269,644,276
No. of Clients	376
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (REFERRAL FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Other (BUSINESS CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	376	$269,644,276
Individuals (other than high net worth individuals)	60	$24,543,147
High net worth individuals	60	$244,411,387
Charitable organizations	1	$689,742

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SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
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