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John Patrick Krolikowski

Trebuchet Consulting, LLC

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About John Patrick Krolikowski

John Krolikowski is a financial advisor with Trebuchet Consulting, LLC and has been in the industry since 1985. John has extensive experience in the field, having previously worked at Mercer Allied Company, L.P. and Bill Few Securities, Inc. John is registered to provide investment advisory services in California, Pennsylvania and Texas. John specializes in financial planning, selection of other advisors, and portfolio management for individuals. John is a Registered Investment Advisor (RA) and holds the Series 7, 63, and 65 licenses.

Firm Information

John Krolikowski is currently registered with Trebuchet Consulting, LLC. Trebuchet Consulting, LLC is an investment advisor based in Pittsburgh, PA. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Their firm manages approximately $799.3 million in regulatory assets under management.
Trebuchet Consulting, LLC

313 CASTLE SHANNON BLVD.

PITTSBURGH, PA 15234

$799.35M

Assets Under Management

36

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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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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John Krolikowski’s Registration & Firm History

PA

04/26/2013 - Present

Trebuchet Consulting, LLC (PITTSBURGH PA)

PA

06/29/2006 - 05/01/2013

BILL FEW SECURITIES, INC. (PITTSBURGH PA)

NY

12/09/1994 - 07/13/2005

MERCER ALLIED COMPANY, L.P. (COHOES NY)

NY

04/23/1985 - 12/09/1994

MERCER ALLIED CORPORATION (ALBANY NY)

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Licenses & Designations

IA

Issued 11/10/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/07/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Patrick Krolikowski.
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