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McDowell Associates Investments, LP

Headquartered in GREENSBURG, PA

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Firm Information

McDowell Associates Investments, LP is an investment advisor registered with the SEC. They manage approximately $24 million in assets, primarily for individuals and pension and profit-sharing plans. Their services include financial planning and portfolio management. They also offer portfolio management services for pooled investment vehicles. The firm has 1 licensed agent and 3 investment advisor representatives. They are headquartered in [main office location is missing from the provided data]. You can learn more about them at their website: https://www.mcdowellinsurance.com.

McDowell Associates Investments, LP

$24.00M

Assets Under Management

Not reported

Total Clients

3

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 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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percentage of assets

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

Branch Locations (1)

MCDOWELL ASSOCIATES INVESTMENTS, LP has a total of 1 branch locations across the country.
location

GREENSBURG, PA

Advisors at McDowell Associates Investments, LP

View All 3 Advisors
Unclaimed
Cameron Roth

RA

GREENSBURG, PA

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Unclaimed
Kenneth George Trimbath

RA

GREENSBURG, PA

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Unclaimed
Bradley R Roth

RA

GREENSBURG, PA

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Disclosures

There are no public disclosures for McDowell Associates Investments, LP.

Frequently Asked Questions (6)

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