INTERCHANGE CAPITAL PARTNERS, LLC

INTERCHANGE CAPITAL PARTNERS
PITTSBURGH, Pennsylvania·3 registered advisors·CRD# 309314
SEC# 801-1188621412-307-4230
01

Firm Overview

AUM
$270M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: REFERRAL FEES
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at INTERCHANGE CAPITAL PARTNERS, LLC

3 registered advisors
Ahmiel Eliezer Baum
PITTSBURGH, Pennsylvania
CFP
Brian David Baum
PITTSBURGH, Pennsylvania
CFP
Kendra Lynn Reilly
PITTSBURGH, Pennsylvania
CFP
05

Office Locations

PITTSBURGH, Pennsylvania
3 advisors

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Data sourced from SEC Form ADV filings. INTERCHANGE CAPITAL PARTNERS, LLC (CRD# 309314) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.