Trebuchet Consulting, LLC

Trebuchet Consulting, LLC (CRD# 166645) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $597,158,245 in 609 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    597
    MILLION
  • Total Number of Accounts
    609
    ACCOUNTS
  • Average Account Value
    $980,555
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
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.

CA, FL, GA, KY, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WI

Financial Advisors at Trebuchet Consulting, LLC
Showing 1 - 4 of 4 top financial advisors.
1
John P. Krolikowski
CRD#: 1355485
313 Castle Shannon Blvd., Pittsburgh, PA 15234

John Krolikowski (CRD# 1355485) is an Investment Advisor Representative working at Trebuchet Consulting, LLC in Pittsburgh, PA and has over 36 years of experience in the finance industry.

2
Steven J. Miller
CRD#: 2616349
313 Castle Shannon Blvd., Pittsburgh, PA 15234

Steven Miller (CRD# 2616349) is an Investment Advisor Representative working at Trebuchet Consulting, LLC in Pittsburgh, PA and has over 25 years of experience in the finance industry.

3
Mitchell R. Mosgrove
CRD#: 7457054
313 Castle Shannon Blvd., Pittsburgh, PA 15234

Mitchell Mosgrove (CRD# 7457054) is an Investment Advisor Representative working at Trebuchet Consulting, LLC in Pittsburgh, PA and has 1 year of experience in the finance industry. Mitchell Mosgrove has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Zachary A. Zimmer
CRD#: 7467450
313 Castle Shannon Blvd., Pittsburgh, PA 15234

Zachary Zimmer (CRD# 7467450) is an Investment Advisor Representative working at Trebuchet Consulting, LLC in Pittsburgh, PA and has 1 year of experience in the finance industry. Zachary Zimmer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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