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Pittsburgh Financial Planners, Inc.

CRD 14155SEC# 801-123722Bridgeville, PA
Export (members)
No longer SEC-registered. Pittsburgh Financial Planners, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$160.6M
Employees
6
Accounts
500
Location
Bridgeville, PA

Pittsburgh Financial Planners, Inc. assets under management

Pittsburgh Financial Planners, Inc. is a registered investment adviser overseen by the SEC based in Bridgeville, PA. It reports $160.6 million in regulatory assets under management and employs 6 people.

Pittsburgh Financial Planners, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Brian Lewis Yates ControlPresident And Chief Compliance Officer50-75%2016
Stephen George Bierker ControlCeo50-75%2016

Frequently asked questions

How much does Pittsburgh Financial Planners, Inc. manage?

Pittsburgh Financial Planners, Inc. reports $160.6 million in regulatory assets under management on its Form ADV.

How many employees does Pittsburgh Financial Planners, Inc. have?

Pittsburgh Financial Planners, Inc. reports 6 employees.

Where is Pittsburgh Financial Planners, Inc. located?

Pittsburgh Financial Planners, Inc. is based in Bridgeville, PA.

Does Pittsburgh Financial Planners, Inc. disclose fund performance?

Pittsburgh Financial Planners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1195 Washington Pike, Suite 100, Bridgeville, PA 15017
Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$115.1M
Non-discretionary$45.6M
Total (RAUM)$160.6M