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PITTSBURGH FINANCIAL PLANNERS, INC.
PITTSBURGH FINANCIAL PLANNERS, INC.
BRIDGEVILLE, Pennsylvania
·
2 registered advisors
·
CRD# 14155
SEC# 801-123722
0
412-220-1690
01
Firm Overview
AUM
$137M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF ASSETS UNDER MANAGEMENT BY OTHER MONEY MANAGERS
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PITTSBURGH FINANCIAL PLANNERS, INC.
2 registered advisors
Brian Lewis Yates
BRIDGEVILLE, Pennsylvania
CRD# 2386154
Stephen George Bierker
BRIDGEVILLE, Pennsylvania
CRD# 4822847
05
Office Locations
BRIDGEVILLE, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. PITTSBURGH FINANCIAL PLANNERS, INC. (CRD# 14155) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.