Adviser Profile
| As of Date | 02/24/2026 |
| Registration | SEC, Approved, 03/27/2026 |
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| Former registrations | |
| ADV Location | PITTSBURGH, PA, United States |
| Contact Info | 412 xxxxxxx |
| Websites |
| AUM* | 133,387,217 |
| of that, discretionary | 0 |
| Number of Employees | 6 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 236,502 |
| % High Net Worth | 4.96% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
133M
114M
95M
76M
57M
38M
19M
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name DANNIBLE & MCKEE LLP | Filing Date11/11/2025 | Form ADV-E View Report |
| Accounting Firm Name DANNIBLE & MCKEE LLP | Filing Date10/16/2024 | Form ADV-E View Report |
| Accounting Firm Name DANNIBLE & MCKEE LLP | Filing Date11/15/2023 | Form ADV-E View Report |