CRD: 167710
Mcdowell Associates Investments, LP
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-20-2013
- Office Locations
- 1
Office Locations
About Mcdowell Associates Investments, LP
McDowell Associates (Greensburg, PA) combines insurance (home/auto/business and life) with wealth management and financial planning for Western Pennsylvania families and closely held businesses. The firm helps clients compare carrier options and coordinate protection with retirement and IRA planning, including virtual service options. Advisory portfolios lean toward public funds, ETFs, and government bonds.
Team overview
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Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRADLEY R ROTH
Chief Investment Officer
- CRD
- #5686432
- Ownership
- 75% or more
CAMERON ROTH
Managing Partner, VICE PRESIDENT
- CRD
- #6903781
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Kenneth George Trimbath
--
- CRD
- #6610738
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,500,000 | -- |
| Non-Discretionary | $4,500,000 | -- |
| Total | $23,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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