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Richard Read Applegate

R. APPLEGATE & ASSOCIATES LLC·PITTSBURGH, Pennsylvania
Unclaimed Profile
436 SEVENTH AVENUE, PITTSBURGH, PA 15219CRD# 821789Firm CRD# 290992
01

About

Richard Read Applegate is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with R. APPLEGATE & ASSOCIATES LLC. 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
Nonprofits & Foundations
03

Firm Overview

Firm
R. APPLEGATE & ASSOCIATES LLC
R. APPLEGATE & ASSOCIATES LLC
AUM
$220M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at R. APPLEGATE & ASSOCIATES LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 821789
Firm CRD# 290992
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Read Applegate offer?
Richard Read Applegate specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Richard Read Applegate's credentials?
Richard Read Applegate is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Read Applegate located?
Richard Read Applegate is based in PITTSBURGH, Pennsylvania, working with R. APPLEGATE & ASSOCIATES LLC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Richard Read Applegate charge for services?
Richard Read Applegate's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is R. APPLEGATE & ASSOCIATES LLC?
R. APPLEGATE & ASSOCIATES LLC has approximately 3 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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