THE COURY FIRM

260 Forbes Avenue
Suite 1600
Pittsburgh, Pennsylvania 15222
Tel: 412-261-5744

About THE COURY FIRM

THE COURY FIRM, formally registered with the SEC as THE COURY FIRM. The firm was established in 03/02/2018. They have over 2 offices throughout the country.

THE COURY FIRM is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $1,141,821,346 assets under management, offering retirement planning & investment advisory services to 866 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289145
SEC#	801-112543
Assets Managed by Firm	$1,141,821,346
No. of Clients	866
No. of Advisors	24

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (ADVICE ON MATTERS NOT INVOLVING SECURITIES. SEE PART 1 SECTION 6.B.(3))

Firm Client Information

	No. of Clients	AUM
Firm Total	866	$1,141,821,346
Individuals (other than high net worth individuals)	83	$31,244,634
High net worth individuals	117	$572,188,546
Pension and profit sharing plans	21	$140,158,219
Charitable organizations	8	$58,030,987
Corporations or other businesses	27	$250,824,346

More Retirement Planning firms in Pittsburgh, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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