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Allegheny Investments, Ltd.

Headquartered in PITTSBURGH, PA

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Firm Information

Allegheny Investments, Ltd. is a Pennsylvania-based corporation that has been providing investment advisory services since 1977. The firm manages over $530 million in assets for a variety of clients, including individuals, families, trusts, estates, pension plans, charitable organizations, and corporations. They offer a range of services, including financial planning, portfolio management, and wrap fee programs. The firm is registered with the Securities and Exchange Commission and with all 50 states.

Allegheny Investments, Ltd.

STONE QUARRY CROSSING

PITTSBURGH, PA 15237

$530.30M

Assets Under Management

20

Total Clients

69

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (29)

ALLEGHENY INVESTMENTS, LTD. has a total of 29 branch locations across the country.
location

KITTANING, PA

location

SELINSGROVE, PA

location

Coraopolis, PA

location

Beaver Falls, PA

location

Valencia, PA

location

CORAOPOLIS, PA

location

Aliquippa, PA

location

MCKEES ROCKS, PA

location

Carnegie, PA

location

Allison Park, PA

location

Sewickley, PA

location

KITTANNING, PA

location

Rankin, PA

location

Butler, PA

location

PITTSBURGH, PA

location

McMurray, PA

location

Pittsburth, PA

location

MARS, PA

location

Beaver, PA

location

Oakdale, PA

location

Chardon, OH

location

MORGANTOWN, WV

location

Harmony, PA

location

Gibsonia, PA

location

SEWARD, PA

location

Conway, PA

location

Pittsburgh, PA

location

Wexford, PA

location

Glenshaw, PA

Advisors at Allegheny Investments, Ltd.

View All 69 Advisors
Unclaimed
Sean Joseph Hoover

Coraopolis, PA

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Unclaimed
Valissa Marie Mignanelli

PITTSBURGH, PA

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Unclaimed
Connor Vehec

PITTSBURGH, PA

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Unclaimed
Wyatt Samuel Sten

CFP®, RA

PITTSBURGH, PA

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Unclaimed
Ian Daniel Cerminara

CFP®, RA

PITTSBURGH, PA

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Unclaimed
Douglas Otto Rudnik

RA

SEWARD, PA

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Unclaimed
Joseph Frederick Hoover

RA

PITTSBURGH, PA

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Unclaimed
David Hugh Rearick

RA

KITTANNING, PA

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Disclosures

There are 2 public disclosures for Allegheny Investments, Ltd.. Review regulatory record here.

Frequently Asked Questions (10)

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