Unclaimed Profile

Kimberly Perry Griffith

ALPERN WEALTH MANAGEMENT, LLC·PITTSBURGH, Pennsylvania

Clean recordALPERN WEALTH MANAGEMENT, LLC

339 SIXTH AVENUE, PITTSBURGH, PA 15222CRD# 5446747Firm CRD# 165268

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kimberly Perry Griffith · PITTSBURGH, PA

Registration

CRD #5446747 · ALPERN WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kimberly Perry Griffith is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with ALPERN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ALPERN WEALTH MANAGEMENT, LLC

AUM

$187M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALPERN WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: PERCENTAGE OF CLIENT NET WORTH/ANNUAL INCOME; SOLICITOR/REFERRAL

Regulatory

SEC/IARD CRD# 5446747

Firm CRD# 165268

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kimberly Perry Griffith offer?

Kimberly Perry Griffith specializes in Financial Planning, Investment Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are Kimberly Perry Griffith's credentials?

Kimberly Perry Griffith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kimberly Perry Griffith located?

Kimberly Perry Griffith is based in PITTSBURGH, Pennsylvania, working with ALPERN WEALTH MANAGEMENT, LLC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does Kimberly Perry Griffith charge for services?

Kimberly Perry Griffith's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of client net worth/annual income; solicitor/referral. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALPERN WEALTH MANAGEMENT, LLC?

ALPERN WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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