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ITS ASSET MANAGEMENT, L.P.
1720 Washington Rd
Suite 101
Washington, Pennsylvania 15301-8919
Tel: 724-745-2300
About ITS ASSET MANAGEMENT, L.P.
ITS ASSET MANAGEMENT, LP, formally registered with the SEC as ITS ASSET MANAGEMENT, LP. The firm was established in 02/10/1971. They have over 2 offices throughout the country.
ITS ASSET MANAGEMENT, L.P. is a Washington, Pennsylvania based Financial Planning firm with nearly $269,439,956 assets under management, offering retirement planning & investment advisory services to 1201 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106977 |
| SEC# | 801-7190 |
| Assets Managed by Firm | $269,439,956 |
| No. of Clients | 1201 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1201 | $269,439,956 |
| Individuals (other than high net worth individuals) | 813 | $105,482,242 |
| High net worth individuals | 9 | $85,832,221 |
| Pension and profit sharing plans | 5 | $9,812,314 |
| Charitable organizations | Fewer than 5 clients | $12,520,413 |
| Corporations or other businesses | 17 | $55,509,861 |
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