KEITH L. ELIOU, CFP
Firm details
- Headquarters
- PITTSBURGH, Pennsylvania
- CRD number
- 301734
- Website
- www.elioulaw.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Keith L. Eliou, CFP operates as a sole proprietorship, providing a range of financial services including financial planning, portfolio management, and pension consulting. The firm engages in multiple business activities, such as real estate brokerage and insurance brokerage, which allows it to offer a diverse set of financial products to its clients. While the firm does not actively pursue ESG investments, it does focus on a variety of advisory activities, including educational seminars and workshops aimed at enhancing clients' financial literacy.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1KEITH ELIOU
Sole ProprietorCRD 7114840
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 950 Greentree Rd
- Time zone
- ET (UTC-5)
- Office locations
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