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Maria Jeannette Koedel

Allegheny Financial Group Ltd.

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About Maria Jeannette Koedel

Maria Jeannette Koedel is a financial advisor with Allegheny Financial Group Ltd. Maria is a Certified Financial Planner and holds the Securities Industry Essentials Examination (SIE) license. Maria specializes in portfolio management for businesses, individuals, and pooled investment vehicles.

Firm Information

Maria Koedel 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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Maria Koedel’s Registration & Firm History

PA

08/23/2024 - Present

Allegheny Financial Group Ltd. (PITTSBURGH PA)

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Licenses & Designations

BC

Issued 10/04/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maria Jeannette Koedel.
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