Overview
Assets Under Management: $5.2 billion
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 376
Average Client Assets: $3.6 million
Frequently Asked Questions
FORT PITT CAPITAL GROUP, LLC 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 #281385), FORT PITT CAPITAL GROUP, LLC is subject to fiduciary duty under federal law.
FORT PITT CAPITAL GROUP, LLC is headquartered in PITTSBURGH, PA.
FORT PITT CAPITAL GROUP, LLC serves 376 high-net-worth clients according to their SEC filing dated August 30, 2024. View client details ↓
According to their SEC Form ADV, FORT PITT CAPITAL GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
FORT PITT CAPITAL GROUP, LLC manages $5.2 billion in client assets according to their SEC filing dated August 30, 2024.
According to their SEC Form ADV, FORT PITT CAPITAL GROUP, LLC serves high-net-worth individuals, businesses, institutional clients, and pension and profit-sharing plans. View client details ↓
Recent Rankings
Forbes 2024: 78
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 376
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.39%
Average Client Assets: $3.6 million
Total Client Accounts: 9,164
Discretionary Accounts: 9,133
Non-Discretionary Accounts: 31
Regulatory Filings
CRD Number: 281385
Filing ID: 1899197
Last Filing Date: 2024-08-30 15:07:00