Allegheny Investments, LTD
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About this Advisor
James Browne is a certified financial planner in Pittsburgh, Pennsylvania. Currently a registered financial advisor with Allegheny Investments, LTD, Browne has a notable 41 years of experience as a registered investment advisor. Browne holds a Series 63 license, designating the advisor as a securities representative. Browne can serve clients based out of Pennsylvania. During their career, the advisor has held roles at Allegheny Investments, LTD and Allegheny Financial Group, LTD. Allegheny Investments, LTD is based out of Pittsburgh, Pennsylvania, and operates out of nine locations in the United States. As a registered investment advisory firm, Allegheny Investments, LTD oversees $340 million in assets across 1,702 client accounts and retains more than 106 people. The amount of assets the firm manages places it among the mid-sized firms in the United States. The firm manages 654 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Allegheny Investments, LTD can provide 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
James Browne Work History
James has 41 years of experience.
Allegheny Investments, LTD
Allegheny Financial Group, LTD
James Browne has no disclosures.
Please visit their SEC profile for more details.