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TREBUCHET CONSULTING, LLC

313 Castle Shannon Blvd.
Pittsburgh, Pennsylvania 15234
Tel: 412-388-0715

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About TREBUCHET CONSULTING, LLC

TREBUCHET CONSULTING, LLC, formally registered with the SEC as TREBUCHET CONSULTING, LLC. The firm was established in 02/21/2013. They have over 1 offices throughout the country.

TREBUCHET CONSULTING, LLC is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $799,349,079 assets under management, offering retirement planning & investment advisory services to 855 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#166645
SEC#801-77644
Assets Managed by Firm$799,349,079
No. of Clients855
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total855$799,349,079
Individuals (other than high net worth individuals)126$55,026,080
High net worth individuals170$727,025,066
Corporations or other businessesFewer than 5 clients$17,297,933

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