313 Castle Shannon Blvd.
Pittsburgh, Pennsylvania 15234
Tel: 412-388-0715
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166645 |
| SEC# | 801-77644 |
| Assets Managed by Firm | $799,349,079 |
| No. of Clients | 855 |
| No. of Advisors | 7 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 855 | $799,349,079 |
| Individuals (other than high net worth individuals) | 126 | $55,026,080 |
| High net worth individuals | 170 | $727,025,066 |
| Corporations or other businesses | Fewer than 5 clients | $17,297,933 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $194,796,322,013 | 93301 | 411 | |
| $190,960,333,268 | 377 | 657 |
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