Its Asset Management, LP

Its Asset Management, LP (CRD# 106977) is a financial advisory firm headquartered in Washington, PA. They manage $109,957,880 in 1,325 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    1,325
    ACCOUNTS
  • Average Account Value
    $82,987
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MD, MI, MN, NC, NE, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Its Asset Management, LP
Showing 1 - 2 of 2 top financial advisors.
1
Jon W. Erdner
CRD#: 847344
1720 Washington Rd, Washington, PA 15301

Jon Erdner (CRD# 847344) is an Investment Advisor Representative working at Its Asset Management, LP in Washington, PA and has over 40 years of experience in the finance industry.

2
Michael R. Schofield
CRD#: 4149415
1720 Washington Rd, Washington, PA 15301

Michael Schofield (CRD# 4149415) is an Investment Advisor Representative working at Its Asset Management, LP in Washington, PA and has over 20 years of experience in the finance industry.

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