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James Dillon Hohman

Allegheny Financial Group Ltd.

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About James Dillon Hohman

James Dillon Hohman is a financial advisor with Allegheny Financial Group Ltd. James has been in the industry since 1970 and has been a Registered Representative since 1968. James holds several licenses and designations, including Series 1, Series 40, Series 63, and SIE, as well as being a Certified Financial Planner. James has experience in various financial areas, including portfolio management, financial planning, and investment management. James has been registered with Allegheny Financial Group Ltd since 1991 and has been with Allegheny Investments, LTD. since 1978.

Firm Information

James Hohman is currently registered with Allegheny Financial Group Ltd.. Allegheny Financial Group Ltd. is a registered investment advisor based in Pittsburgh, Pennsylvania. The firm provides financial planning and portfolio management services to a range of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. They manage over $4.4 billion in assets, with a focus on providing personalized, comprehensive financial solutions.
Allegheny Financial Group Ltd.

STONE QUARRY CROSSING

PITTSBURGH, PA 15237

$4.47B

Assets Under Management

50

Total Clients

4

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.

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other

Performance based fees pd to gps of affiliated entities

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James Hohman’s Registration & Firm History

PA

02/19/1991 - Present

Allegheny Financial Group Ltd. (PITTSBURGH PA)

PA

05/01/1978 - 01/04/2021

ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)

NA

03/16/1976 - 06/01/1978

INVESTMENT MANAGEMENT & RESEARCH, INC

NA

04/24/1975 - 03/16/1976

INVESTMENT MANAGEMENT & RESEARCH INC

NA

04/20/1970 - 10/29/1975

FINANCIAL SERVICE CORPORATION OF AMERICA

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Licenses & Designations

BC

Issued 07/07/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/1978

F04 - Financial Principal Examination

BC

Issued 03/08/1976

Series 40 - Registered Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/1968

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Dillon Hohman.
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