Donald
Imler

Allegheny Investments, LTD

CRD#1425545
Investment Advisor
in Selinsgrove, PA

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About this Advisor

Donald Imler is a financial advisor based in Selinsgrove, Pennsylvania, working with Allegheny Investments, LTD. Donald has previously held a position at Allegheny Investments, LTD. Donald has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, Donald is part of Allegheny Investments, LTD, which operates out of Selinsgrove, Pennsylvania. The firm has 12 offices and 81 employees. The firm manages assets totaling $530.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Allegheny Investments, LTD includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

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

Office Location

Selinsgrove, PA

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Allegheny Investments, LTD Brokerage Details

Total Assets Under Management

$530,304,606

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

81

PA Average: 41
Total Number of Accounts

2,199

PA Average: 3,342
Average Account Size

$241,157

PA Average: $4,737,880

Investment Advisory Services

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

Donald Imler Work History

2005 - Present (19 years)

Allegheny Investments, LTD

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Donald Imler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allegheny Investments, LTD

Matthew Jaspert
Pittsburgh, PA
Katrina Brown
Pittsburgh, PA
Eric Matsko
Pittsburgh, PA
Matthew Haller
Pittsburgh, PA
Ian Cerminara
Pittsburgh, PA
Jenifer Koch
Pittsburgh, PA
Jason Bolen
Morgantown, WV
Jacob Dachille
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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