Allegheny Financial Group Ltd
Allegheny Financial Group Ltd (CRD# 104690) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $2,598,031,058 in 13,517 accounts and serve the financial needs of clients across 46 states (or territories).
Total Assets Under Management2,598MILLION
Total Number of Accounts13,517ACCOUNTS
Average Account Value$192,205
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
William Merrell (CRD# 5593043) is an Investment Advisor Representative working at Allegheny Financial Group Ltd in Pittsburgh, PA and has over 5 years of experience in the finance industry. William Merrell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.