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Michael Anthony Montileone

ALLEGHENY INVESTMENTS, LTD.·PITTSBURGH, Pennsylvania
ALLEGHENY INVESTMENTS, LTD.
STONE QUARRY CROSSING, PITTSBURGH, PA 15237CRD# 2017882Firm CRD# 7597

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Anthony Montileone · PITTSBURGH, PA
Registration
CRD #2017882 · ALLEGHENY INVESTMENTS, LTD.
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Michael Anthony Montileone is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with ALLEGHENY INVESTMENTS, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ALLEGHENY INVESTMENTS, LTD.
ALLEGHENY INVESTMENTS, LTD.
AUM
$530M
Regulatory assets under management
Employees
81
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2017882
Firm CRD# 7597
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Anthony Montileone offer?
Michael Anthony Montileone specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Michael Anthony Montileone's credentials?
Michael Anthony Montileone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Anthony Montileone located?
Michael Anthony Montileone is based in PITTSBURGH, Pennsylvania, working with ALLEGHENY INVESTMENTS, LTD.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Michael Anthony Montileone charge for services?
Michael Anthony Montileone's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLEGHENY INVESTMENTS, LTD.?
ALLEGHENY INVESTMENTS, LTD. has approximately 81 employees and manages $530M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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