Benjamin
Grom

Allegheny Investments, LTD

CRD#6350282
Investment Advisor
in Pittsburgh, PA
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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

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

Stone Quarry Crossing 811 Camp Horne Road, Suite 100
Pittsburgh, PA 15237

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Allegheny Investments, LTD Brokerage Details

Total Assets Under Management

$352,265,041

PA Average: $15,833,994,310
Total Number of Employees

111

PA Average: 41
Total Number of Accounts

1,500

PA Average: 3,342
Average Account Size

$234,843

PA Average: $4,737,880

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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.

2014 - Present (5 years)

Allegheny Investments

2013 - 2013 (< 1 year)

Northwest Savings Bank

2013 - 2014 (1 year)

Legend Financial Advisors

2007 - 2014 (7 years)

Hastings Do-It Best Hardware

Disclosures

Benjamin Grom has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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