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).
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Total Assets Under Management597MILLION
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Total Number of Accounts609ACCOUNTS
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Average Account Value$980,555
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, GA, KY, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WI
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.
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.
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.
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.