Overview
Assets Under Management: $369 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 73
Average Client Assets: $3.2 million
Frequently Asked Questions
COMMONWEALTH ADVISORY GROUP, LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113347), COMMONWEALTH ADVISORY GROUP, LTD. is subject to fiduciary duty under federal law.
COMMONWEALTH ADVISORY GROUP, LTD. is headquartered in PITTSBURGH, PA.
COMMONWEALTH ADVISORY GROUP, LTD. serves 73 high-net-worth clients according to their SEC filing dated May 31, 2018. View client details ↓
According to their SEC Form ADV, COMMONWEALTH ADVISORY GROUP, LTD. offers financial planning and portfolio management for individuals. View all service details ↓
COMMONWEALTH ADVISORY GROUP, LTD. manages $369 million in client assets according to their SEC filing dated May 31, 2018.
According to their SEC Form ADV, COMMONWEALTH ADVISORY GROUP, LTD. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.02%
Average Client Assets: $3.2 million
Total Client Accounts: 874
Non-Discretionary Accounts: 874
Regulatory Filings
CRD Number: 113347
Filing ID: 1221838
Last Filing Date: 2018-05-31 15:31:00