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SEWICKLEY FINANCIAL LLC
CRD 172459
415 BEAVER STREET, SUITE 205, SEWICKLEY, PA, 15143, United States
Phone
414-688-6733
Fax
414-688-6733
Registration
— (—)
Source
State registered
Total AUM
$12.9M
Discretionary AUM
$12.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $1.4M |
| High net worth individuals | 8 | $11.5M |
All web addresses on file
Official SEC filing: View on IAPD