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MID ATLANTIC FINANCIAL MANAGEMENT, INC.
MID ATLANTIC FINANCIAL MANAGEMENT, INC.
PITTSBURGH, Pennsylvania
·
4 registered advisors
·
CRD# 109771
SEC# 801-21527
56
412-391-7077
01
Firm Overview
AUM
$3.4B
Regulatory assets under management
Employees
96
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at MID ATLANTIC FINANCIAL MANAGEMENT, INC.
4 registered advisors
Charles Albert Warden
PITTSBURGH, Pennsylvania
CRD# 1063494
Jeanine Colditz Devine
PITTSBURGH, Pennsylvania
CRD# 1295146
Sarah F Fong
PITTSBURGH, Pennsylvania
CRD# 2937709
Timothy Lee Brown
PITTSBURGH, Pennsylvania
CRD# 1979354
05
Office Locations
PITTSBURGH, Pennsylvania
4 advisors
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Data sourced from SEC Form ADV filings. MID ATLANTIC FINANCIAL MANAGEMENT, INC. (CRD# 109771) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.