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- Custodian
- American Funds · Empower · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Element
- Established Date
- 12-13-1981
- Office Locations
- 1
Office Locations
About Allegheny Investments, Ltd.
Allegheny Financial Group is an independent Pittsburgh-based financial planning and investment management firm serving households, businesses and nonprofits. The team delivers holistic planning—retirement, estate, tax, education, and risk management—paired with long-term portfolio management. Known for pioneering financial planning in Pittsburgh, it emphasizes regular face-to-face, team-based advice and a bench of CFP® professionals.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRANDON JAMES HAYNES
Manager
- CRD
- #3101940
- Ownership
- 25% but less than 50%
JONATHAN A KUHN
Manager
- CRD
- #2560067
- Ownership
- 25% but less than 50%
Zenith capital
Fusion signal
- CRD
- #84974
- Ownership
- 24.6%
Showing 2 of 9 owners & executives
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JAMES FRANKLIN ALEXANDER
Certified Financial Planner
- CRD
- #4118348
JASON D BENDIK
President
- CRD
- #6891480
Unison catalyst
Glacier north
- CRD
- #76592
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $739,380,873 | $226,943 |
| Non-Discretionary | $2,739,250 | $913,083 |
| Total | $742,120,123 | $227,574 |
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Separately Managed Accounts
Total SMA Asset: $742,120,123
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,058,579,053 | 40.7% |
| Cash | $1,249,309,646 | 24.7% |
| Equity - Exchange | $1,750,045,092 | 34.6% |
| Total | $5,057,933,791 | 100.0% |