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Retire Pittsburgh Management LLC

Retire Pittsburgh Management LLC. CRD 311977

Retire Pittsburgh Management LLC logo

CRD: 311977

Retire Pittsburgh Management LLC

$62.9M Total AUM
$62.9M Disc. AUM
-- 3Y CAGR
4 Employees
104 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · PNC
Clients
Retail
Platforms
Available
Established Date
08-13-2021
Office Locations
1

Office Locations

3875 OLD William Penn Highway Murrysville PA

About Retire Pittsburgh Management LLC

Retire Pittsburgh Management LLC is a Pennsylvania RIA focused on retirees and retirement-income planning. As a fiduciary, the firm pairs a low-cost buy-and-hold foundation with active strategies aimed at improving returns, volatility, and drawdown outcomes. Its data-driven “Power of Understanding System” centers on getting retirement numbers right and filtering market noise; custody includes Schwab.

Team overview

-- AVG AGE
$21.0M AVG AUM / ADVISOR
$605.1K AVG AUM / CLIENT
5 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

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Client Personas

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Custodian

Available

Investment Themes

Available

Investment Vehicles

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Platform

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Services

Available

Technology

Available

Owner & Executives

SHANE WILLIAM GALINO

SHANE WILLIAM GALINO

Chief Compliance Officer, Founder, Managing Member

CRD
#4167676
Ownership
50% but less than 75%
Available
Available
Available
K

KENNETH MICHAEL SULLIVAN

Director, Managing Member

CRD
#2794124
Ownership
50% but less than 75%
Available
Available
Available

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Contacts

REBEKAH SUZANNE KIGER

REBEKAH SUZANNE KIGER

Financial Advisor, General Partner

CRD
#5740492
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $62,929,553 --
Non-Discretionary $0 --
Total $62,929,553 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Derivatives:
Available
Asset class Assets Assets %
Public Funds Available Available
Derivatives Available Available
Total Available Available

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