Hugh
Baker

Allegheny Investments, LTD

CRD#6543257
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Hugh Baker is a certified financial planner who works in Pittsburgh, Pennsylvania, who has 10 years in the industry. Baker currently works for Allegheny Investments, LTD. During their career, the advisor has held roles at Allegheny Financial Group, Bank Of Ny Mellon, Wireless Partners, K-Force, Hamilton Capital, Pnc Bank, Amg Executives and Duquesne University. Baker holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Allegheny Investments, LTD is a company that has its headquarters in Pittsburgh, Pennsylvania. The firm has offices in nine locations and a total of 106 employees. It administers $340 million in assets among its 1,702 client accounts, making it one of the mid-sized firms in the nation by assets under management. The firm advises five charitable organizations. Of its 1,702 client accounts, just 5% are held by high-net-worth investors who have at least $1 million in assets. Allegheny Investments, LTD performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management are based on the type of services. Fees billed by Allegheny Investments, LTD most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

Hugh Baker Work History

Hugh has 10 years of experience.

2015 - Present (4 years)

Allegheny Financial Group

2014 - 2015 (1 years)

Bank Of Ny Mellon

2014 - 2014 (0 years)

K-Force

2014 - 2014 (0 years)

Hamilton Capital

2013 - 2014 (1 years)

Pnc Bank

2012 - 2013 (1 years)

Wireless Partners

2012 - 2012 (0 years)

Amg Executives

2008 - 2012 (4 years)

Duquesne University

Disclosures

Hugh Baker has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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