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Robert Joseph Lohman

COMMONWEALTH ADVISORY GROUP, LTD.·PITTSBURGH, Pennsylvania
Unclaimed Profile
1910 COCHRAN ROAD, PITTSBURGH, PA 15220CRD# 1781184Firm CRD# 113347
01

About

Robert Joseph Lohman is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with COMMONWEALTH ADVISORY GROUP, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COMMONWEALTH ADVISORY GROUP, LTD.
COMMONWEALTH ADVISORY GROUP, LTD.
AUM
$465M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at COMMONWEALTH ADVISORY GROUP, LTD. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1781184
Firm CRD# 113347
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Joseph Lohman offer?
Robert Joseph Lohman specializes in Financial Planning, Investment Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Robert Joseph Lohman's credentials?
Robert Joseph Lohman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Joseph Lohman located?
Robert Joseph Lohman is based in PITTSBURGH, Pennsylvania, working with COMMONWEALTH ADVISORY GROUP, LTD.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Robert Joseph Lohman charge for services?
Robert Joseph Lohman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMMONWEALTH ADVISORY GROUP, LTD.?
COMMONWEALTH ADVISORY GROUP, LTD. has approximately 8 employees and manages $465M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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