Its Asset Management, LP

Its Asset Management, LP (CRD# 106977) is a financial advisory firm headquartered in Washington, PA. They manage $285,758,456 in 1,491 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    286
    MILLION
  • Total Number of Accounts
    1,491
    ACCOUNTS
  • Average Account Value
    $191,656
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, HI, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, PA, 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 Ste 101, Washington, PA 15301

Jon Erdner (CRD# 847344) is an Investment Advisor Representative working at Its Asset Management, LP in Washington, PA and has over 43 years of experience in the finance industry.

2
William F. Wadsworth
CRD#: 1987068
565 Washington Avenue, Suite 7, North Haven, CT 06473

William Wadsworth (CRD# 1987068) is an Investment Advisor Representative working at Its Asset Management, LP in North Haven, CT and has over 32 years of experience in the finance industry.

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