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BILL FEW ASSOCIATES, INC.
CRD 133561 · SEC 801-29235
2100 GEORGETOWN DRIVE, SUITE 600, SEWICKLEY, PA, 15143, United States
Phone
412 630-6000
Fax
412 630-6001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.72B
Discretionary AUM
$2.14B
Team
31 total employees; 29 advisory reps; 11 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2871 | $1.99B |
| High net worth individuals | 83 | $691.8M |
| Pension/profit sharing plans | 13 | $34.2M |
| Charitable organizations | 5 | $5.0M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD