Pittsburgh Financial Planners, Inc.
CRD 14155SEC# 801-123722Bridgeville, PA
No longer SEC-registered. Pittsburgh Financial Planners, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$160.6M
Employees
6
Accounts
500
Location
Bridgeville, PA
Pittsburgh Financial Planners, Inc. assets under management
Pittsburgh Financial Planners, Inc. is a registered investment adviser overseen by the SEC based in Bridgeville, PA. It reports $160.6 million in regulatory assets under management and employs 6 people.
Pittsburgh Financial Planners, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Lewis Yates Control | President And Chief Compliance Officer | 50-75% | 2016 |
| Stephen George Bierker Control | Ceo | 50-75% | 2016 |
Frequently asked questions
How much does Pittsburgh Financial Planners, Inc. manage?
Pittsburgh Financial Planners, Inc. reports $160.6 million in regulatory assets under management on its Form ADV.
How many employees does Pittsburgh Financial Planners, Inc. have?
Pittsburgh Financial Planners, Inc. reports 6 employees.
Where is Pittsburgh Financial Planners, Inc. located?
Pittsburgh Financial Planners, Inc. is based in Bridgeville, PA.
Does Pittsburgh Financial Planners, Inc. disclose fund performance?
Pittsburgh Financial Planners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1195 Washington Pike, Suite 100, Bridgeville, PA 15017 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$160.6MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$160.6Mregulatory AUM
Discretionary $115.1MNon-discretionary $45.6M