A
$25.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
12 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-28-2014
- Office Locations
- 1
Office Locations
-- Pittsburgh PA
About A. Neff Associates LLC
A. Neff Associates LLC is a Pittsburgh-based, founder-led boutique providing financial planning, consulting, and asset management for individuals, families, and small businesses. Arlene Neff, an investment adviser since 1987, develops needs-based recommendations and investment/program analyses, working directly with clients as a sole proprietor. Client retention stands out, with most relationships spanning 15+ years.
Team overview
77 AVG AGE
$25.1M AVG AUM / ADVISOR
$930.1K AVG AUM / CLIENT
8.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Insight zenith
Client Personas
Vertex
Custodian
Pioneer
Investment Themes
Signal oak Eagle pathway
Investment Vehicles
Radial
Services
Vector Vertex Glacier Ember Pathway focus Vital optima Wave element Matrix ember Capital horizon
Owner & Executives
ARLENE MERLE NEFF
Associate, Managing Member
- CRD
- #1173128
- Ownership
- 75% or more
(560) 688-1044
foundation.north@peakcapital.com
in linkedin.com/in/frontier-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $25,113,648 | -- |
| Total | $25,113,648 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,113,648
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $7,417,772,254 | 100.0% |
| Total | $7,417,772,254 | 100.0% |