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ALLEGHENY FINANCIAL GROUP
CRD 104690 · SEC 801-12566
STONE QUARRY CROSSING, 811 CAMP HORNE ROAD, SUITE 100, PITTSBURGH, PA, 15237, United States
Phone
412-367-3880
Fax
412-367-8353
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.59B
Discretionary AUM
$5.47B
Team
103 total employees; 28 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERFORMANCE BASED FEES PD TO GPS OF AFFILIATED ENTITIES
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2583 | $802.9M |
| High net worth individuals | 1337 | $4.50B |
| Pooled investment vehicles | 13 | $155.6M |
| Pension/profit sharing plans | 5 | $16.1M |
| Charitable organizations | 20 | $47.3M |
| Corporations/business entities | 13 | $72.6M |
States served
VT, AL, AZ, AR, CA, DE, DC, GA, IL, IN, KY, LA, ME, MD, MA, MI, MN, NE, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, VA, WV, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD