Pittsburgh Financial Planners, Inc.

Pittsburgh Financial Planners, Inc. (CRD# 14155) is a financial advisory firm headquartered in Bridgeville, PA. They manage $137,056,147 in 437 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1195 Washington Pike, Suite 100, Bridgeville, PA 15017
https://www.linkedin.com/in/steve-bierker-cfa-6282591/
By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    437
    ACCOUNTS
  • Average Account Value
    $313,630
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, MD, NH, OH, PA, TX

Financial Advisors at Pittsburgh Financial Planners, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Stephen Bierker, financial advisor Bridgeville PA
Stephen G. Bierker
CRD#: 4822847
1195 Washington Pike, Suite 100, Bridgeville, PA 15017

Stephen Bierker (CRD# 4822847) is an Investment Advisor Representative working at Pittsburgh Financial Planners, Inc. in Bridgeville, PA and has over 19 years of experience in the finance industry.

2
Brian Yates, financial advisor Bridgeville PA
Brian L. Yates
CRD#: 2386154
1195 Washington Pike, Suite 100, Bridgeville, PA 15017

Brian Yates (CRD# 2386154) is an Investment Advisor Representative working at Pittsburgh Financial Planners, Inc. in Bridgeville, PA and has over 30 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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