Bill Few Associates, Inc.
Firm details
- Headquarters
- Sewickley, Pennsylvania
- CRD number
- 133561
- Registered since
- April 10, 1987
- Website
- www.billfew.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals73.16%
- HNWI25.4%
- Pension & Profit Sharing Plans1.25%
- Charitable Organizations0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Bill Few Associates, Inc. is an independent, privately held registered investment adviser that has been SEC-registered since 1987. The firm operates as a corporation and describes itself as a capital allocator serving both individual and family clients as well as institutional clients. Its advisory offering spans financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers, plus educational seminars and workshops. The firm also acts as an insurance broker. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities15%
- Cash & Cash Equivalents9%
- State & Local Bonds1%
Owners & executives
3 of 3
Michael Kauffelt
Partner, Co-CIOCRD 2315161
John Jones
Chief Operating OfficerCRD 2363024
Thomas Beilstein
Co-Chief Investment Officer, Portfolio ManagerCRD 2667130
Contacts
3 of 25
Mia Kovacs
Vice PresidentCRD 5778870
Brian Jourdan
Vice PresidentCRD 4503769
Kevin Corbett
Vice PresidentCRD 4048615
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 101Active vs passive
$211M in ETFs
41%
$87.4M
35%
$124M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN MORTGAGE-BACKED SECURITIES ETF (JMTG) | JP Morgan | $42M | 869,826 | 19.92% |
Location
Sewickley, PA
Allegheny
Location
Sewickley, PA
Headquartered in Sewickley, 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
- 2100 Georgetown Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Fragasso Wealth Advisors
RIASewickley, PA
Roble, Belko and Company, Inc.
RIASewickley, PA
Aufman Associates Inc
RIASewickley, PA
JMS Capital Group Wealth Services, LLC
RIASewickley, PA
Conifer Infrastructure Partners
RIASewickley, PA
Schenley Capital, Inc
RIASewickley, PA