Overview
Assets Under Management: $2.4 billion
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 688
Average Client Assets: $1.0 million
Frequently Asked Questions
MID ATLANTIC FINANCIAL MANAGEMENT, INC. 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 #109771), MID ATLANTIC FINANCIAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
MID ATLANTIC FINANCIAL MANAGEMENT, INC. is headquartered in PITTSBURGH, PA.
MID ATLANTIC FINANCIAL MANAGEMENT, INC. serves 688 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, MID ATLANTIC FINANCIAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MID ATLANTIC FINANCIAL MANAGEMENT, INC. manages $2.4 billion in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, MID ATLANTIC FINANCIAL MANAGEMENT, INC. serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 688
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.53%
Average Client Assets: $1.0 million
Total Client Accounts: 7,915
Discretionary Accounts: 7,704
Non-Discretionary Accounts: 211
Regulatory Filings
CRD Number: 109771
Filing ID: 1188357
Last Filing Date: 2018-03-29 14:51:00