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ALLEGHENY INVESTMENTS
CRD 7597 · SEC 801-57662
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
$742.1M
Discretionary AUM
$739.4M
Team
21 total employees; 14 advisory reps; 5 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1185 | $276.2M |
| High net worth individuals | 175 | $367.2M |
| Pension/profit sharing plans | 12 | $21.3M |
| Charitable organizations | 55 | $71.4M |
States served
AZ, CA, GA, LA, MD, MA, NJ, NC, OH, PA, SC, VA, WV, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD