Allegheny Financial Group Review


Trust Score 86%
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Last updated: May 21st, 2019. Data source: SEC filings.

Allegheny Financial Group, federally registered in 1977, is a Registered Investment Advisor (RIA) in 47 state(s) with a licensed staff of 23 advisors. Allegheny Financial Group manages $2.4 billion and provides investment advisory services for 1,978 clients (1:86 advisor/client ratio). This firm or an advisory affiliate has a disciplinary history (see below).

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Firm Information


Feature Value
Minimum Investment $0
Average Client Balance $1,195,251
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $2.4 billion
Advisor / Client Ratio 1:86
Headquarters Pittsburgh, PA
SEC Filings Forms and Brochures    (CRD # 104690)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI


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