Key facts
- PITTSBURGH FINANCIAL PLANNERS, INC. is a other based in BRIDGEVILLE, PA.
- PITTSBURGH FINANCIAL PLANNERS, INC. reports $193K in regulatory assets under management, per its SEC Form ADV (2025-12).
Registered with the SEC
Form ADV · 2025-12 · CRD 14155- Regulatory AUM
- $193K
- Private fund assets
- —
- Private funds
- —
- Staff
- 6
- Registered office
- BRIDGEVILLE, PA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for PITTSBURGH FINANCIAL PLANNERS, INC. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is PITTSBURGH FINANCIAL PLANNERS, INC.'s AUM?
- PITTSBURGH FINANCIAL PLANNERS, INC. manages approximately $193K in assets.