Interchange Capital Partners

Interchange Capital Partners (CRD# 309314) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $269,644,276 in 376 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
301 Grant Street, Suite 3550, Pittsburgh, PA 15219
https://interchangecp.com/
By the Numbers
  • Total Assets Under Management
    270
    MILLION
  • Total Number of Accounts
    376
    ACCOUNTS
  • Average Account Value
    $717,139
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY, OH, PA, TX

Financial Advisors at Interchange Capital Partners
Showing 1 - 3 of 3 top financial advisors.
1
Ahmiel Baum, financial advisor Pittsburgh PA
Ahmiel E. Baum
CRD#: 703998
301 Grant Street, Suite 3550, Pittsburgh, PA 15219

Ahmiel Baum (CRD# 703998) is an Investment Advisor Representative working at Interchange Capital Partners in Pittsburgh, PA and has over 44 years of experience in the finance industry.

2
Brian Baum, financial advisor Pittsburgh PA
Brian D. Baum
CRD#: 5932958
301 Grant Street, Suite 3550, Pittsburgh, PA 15219

Brian Baum (CRD# 5932958) is an Investment Advisor Representative working at Interchange Capital Partners in Pittsburgh, PA and has over 11 years of experience in the finance industry.

3
Kendra Reilly, financial advisor Pittsburgh PA
Kendra L. Reilly
CRD#: 6298378
301 Grant Street, Suite 3550, Pittsburgh, PA 15219

Kendra Reilly (CRD# 6298378) is an Investment Advisor Representative working at Interchange Capital Partners in Pittsburgh, PA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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