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SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

One Ppg Place, Suite 1700
Pittsburgh, Pennsylvania 15222
Tel: 412-697-5200

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About SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP, formally registered with the SEC as SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP. The firm was established in 10/24/2003. They have over 2 offices throughout the country.

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $2,175,010,746 assets under management, offering retirement planning & investment advisory services to 1894 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#128591
SEC#801-62441
Assets Managed by Firm$2,175,010,746
No. of Clients1894
No. of Advisors29

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total1894$2,175,010,746
Individuals (other than high net worth individuals)562$486,434,085
High net worth individuals66$795,505,623
Pension and profit sharing plans103$752,486,299
Charitable organizations4$58,191,486
Corporations or other businesses5$58,990,005

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