The ALLEGHENY FINANCIAL GROUP is a privately held investment adviser that advises $6.36Bn in regulatory assets under management held in 3 SEC fund types across 1 investment strategies. ALLEGHENY FINANCIAL GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 42.55% over the last 5-years.
The Group has been registered with the SEC for 49.57 years and is comprised of 2 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at STONE QUARRY CROSSING 811 CAMP HORNE ROAD, SUITE 100, PITTSBURGH, PENNSYLVANIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 124 employees comprised of 42 investment and 82 non-investment staff. The total number of Employees decreased by 40.1% over the last 5-years.
Their $6.36Bn in assets advised are owned by 13 private funds, 0 public funds and BDCs and 105 other accounts. Assets of High Net Worth Individuals clients own $4.87Bn or 76.55% of Total Assets and Individuals own $1.08Bn or 16.98% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 4 private funds with $11.11mn in assets.
The Group discloses fixed fees and management fees.
ALLEGHENY FINANCIAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.