Allegheny Investments, LTD
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About this Advisor
Benjamin Grom is a certified financial planner based in Pittsburgh, Pennsylvania. Currently a registered investment advisor with Allegheny Investments, LTD, they have accrued 11 years of experience in the financial advisory industry. Grom maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Grom is able to operate in Pennsylvania. During their career, the advisor has held roles at Allegheny Investments, Hastings Do-It Best Hardware, Northwest Savings Bank and Legend Financial Advisors. Allegheny Investments, LTD is located in Pittsburgh, Pennsylvania, and operates out of nine other locations in the United States. As a company, Allegheny Investments, LTD manages $340 million in assets throughout 1,702 accounts and employs more than 106 people. The level of assets currently under the firm's management makes it one of the mid-sized investment advisory firms in the United States. The firm manages 654 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 5% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Allegheny Investments, LTD provides financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm may charge clients asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Allegheny Investments, LTD Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Benjamin Grom Work History
Benjamin has 11 years of experience.
Northwest Savings Bank
Legend Financial Advisors
Hastings Do-It Best Hardware
Benjamin Grom has no disclosures.
Please visit their SEC profile for more details.