One Ppg Place, Suite 1700
Pittsburgh, Pennsylvania 15222
Tel: 412-697-5200
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 128591 |
SEC# | 801-62441 |
Assets Managed by Firm | $2,175,010,746 |
No. of Clients | 1894 |
No. of Advisors | 29 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1894 | $2,175,010,746 |
Individuals (other than high net worth individuals) | 562 | $486,434,085 |
High net worth individuals | 66 | $795,505,623 |
Pension and profit sharing plans | 103 | $752,486,299 |
Charitable organizations | 4 | $58,191,486 |
Corporations or other businesses | 5 | $58,990,005 |
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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