Allegheny Investments

RIASEC Registered

Total AUM

$742M

Discretionary

$739M

100% of AUM

Avg account

$228K

Accounts

3,261

Employees

21

Advisory reps

24

Firm details

Headquarters: Pittsburgh, Pennsylvania
CRD number: 7597
Registered since: June 2, 2000
Website: alleghenyfinancial.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI49.48%
Individuals37.22%
Charitable Organizations9.62%
Pension & Profit Sharing Plans2.87%
Corporations / Businesses0.81%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Allegheny Investments is an independent, owner-operated advisory firm organized as an LLC and registered with the SEC in 2000. The firm serves both individual/family and institutional clients and combines advisory work—financial planning and portfolio management for individuals, small businesses, and institutions—with insurance brokerage activity. Its billed services include percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Allegheny is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds88%
Cash & Cash Equivalents7%
Exchange Traded Equities5%

Owners & executives

1 of 1

Stephen Hawbaker
Chief Financial Officer & Chief Compliance OfficerCRD 4752583

Contacts

3 of 23

James Alexander
Director, Family OfficeCRD 4118348
Jason Bendik
Certified Public Accountant & Financial AdvisorCRD 6891480
Britt Campbell
Financial AdvisorCRD 728135

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Pittsburgh, PA

Allegheny

Location

Pittsburgh, PA

Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area: Pittsburgh-New Castle-Weirton, PA-OH-WV
Region: Northeast
County: Allegheny
Address: 811 Camp Horne Rd
Time zone: ET (UTC-5)
Office locations

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