Mcdowell Associates Investments, LP

Mcdowell Associates Investments, LP (CRD# 167710) is a financial advisory firm headquartered in Greensburg, PA. They manage $24,000,000 in 145 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
327 W. Pittsburgh Street, Greensburg, PA 15601
https://www.facebook.com/financialkattanferretti/
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $165,517
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 pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Mcdowell Associates Investments, LP
Showing 1 - 3 of 3 top financial advisors.
1
Bradley Roth, financial advisor Greensburg PA
Bradley R. Roth
CRD#: 5686432
327 W. Pittsburgh Street, Greensburg, PA 15601

Bradley Roth (CRD# 5686432) is an Investment Advisor Representative working at Mcdowell Associates Investments, LP in Greensburg, PA and has over 12 years of experience in the finance industry.

2
Cameron Roth, financial advisor Greensburg PA
Cameron Roth
CRD#: 6903781
327 W. Pittsburgh Street, Greensburg, PA 15601

Cameron Roth (CRD# 6903781) is an Investment Advisor Representative working at Mcdowell Associates Investments, LP in Greensburg, PA and has over 5 years of experience in the finance industry.

3
Kenneth Trimbath, financial advisor Greensburg PA
Kenneth G. Trimbath
CRD#: 6610738
327 W. Pittsburgh Street, Greensburg, PA 15601

Kenneth Trimbath (CRD# 6610738) is an Investment Advisor Representative working at Mcdowell Associates Investments, LP in Greensburg, PA and has over 8 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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