Overview
Assets Under Management: $220 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 77
Average Client Assets: $2.4 million
Frequently Asked Questions
R. APPLEGATE & ASSOCIATES 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 #290992), R. APPLEGATE & ASSOCIATES LLC is subject to fiduciary duty under federal law.
R. APPLEGATE & ASSOCIATES LLC is headquartered in PITTSBURGH, PA.
R. APPLEGATE & ASSOCIATES LLC serves 77 high-net-worth clients according to their SEC filing dated March 19, 2018. View client details ↓
According to their SEC Form ADV, R. APPLEGATE & ASSOCIATES LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
R. APPLEGATE & ASSOCIATES LLC manages $220 million in client assets according to their SEC filing dated March 19, 2018.
According to their SEC Form ADV, R. APPLEGATE & ASSOCIATES LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.52%
Average Client Assets: $2.4 million
Total Client Accounts: 77
Discretionary Accounts: 77
Regulatory Filings
CRD Number: 290992
Filing ID: 1191034
Last Filing Date: 2018-03-19 16:04:00