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R. APPLEGATE & ASSOCIATES LLC
R. APPLEGATE & ASSOCIATES LLC
PITTSBURGH, Pennsylvania
·
2 registered advisors
·
CRD# 290992
SEC# 801-112128
0
412-227-2800
01
Firm Overview
AUM
$220M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at R. APPLEGATE & ASSOCIATES LLC
2 registered advisors
Richard Read Applegate
PITTSBURGH, Pennsylvania
CRD# 821789
Victor Michael Dibattista
PITTSBURGH, Pennsylvania
CRD# 2723910
05
Office Locations
PITTSBURGH, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. R. APPLEGATE & ASSOCIATES LLC (CRD# 290992) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.