CRD: 166645
Trebuchet Consulting, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-21-2013
- Office Locations
- 1
Office Locations
About Trebuchet Consulting, LLC
Trebuchet Consulting, LLC is a Pittsburgh-based RIA providing financial planning and wealth management to clients locally and across the U.S. The firm supports retail and institutional relationships, with services spanning investment planning and asset management, portfolio construction/asset allocation, tax planning, and insurance and business succession planning. Investment use includes mutual funds, ETFs, and fixed income, and the practice custodians through Fidelity/NFS.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN PATRICK KROLIKOWSKI
Chief Compliance Officer, Managing Member, Owner
- CRD
- #1355485
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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STEVEN JEFFREY MILLER
--
- CRD
- #2616349
Mitchell Ryan Mosgrove
--
- CRD
- #7457054
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,080,372,470 | $1,052,995 |
| Total | $1,080,372,470 | $1,052,995 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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