James
Hohman

Allegheny Investments, LTD

CRD#248192
Investment Advisor
in Pittsburgh, PA
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About this Advisor

James Hohman is a certified financial planner in Pittsburgh, Pennsylvania. Currently an advisor with Allegheny Investments, LTD, they have accumulated an impressive 42 years of experience as an investment advisor. Hohman has a Series 63 license, qualifying them as a securities agent. Hohman can operate based out of Pennsylvania. Throughout their career, they have worked at Allegheny Investments, LTD and Allegheny Financial Group LTD. Allegheny Investments, LTD is headquartered in Pittsburgh, Pennsylvania, and operates out of nine other brick-and-mortar locations in the country. Overall, Allegheny Investments, LTD oversees $340 million in assets throughout 1,702 client accounts and retains more than 106 people. The firm's total assets under management makes it one of the mid-sized investment advisory firms in the country. The firm manages 654 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 5% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Allegheny Investments, LTD provides financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

42 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

James Hohman Work History

James has 42 years of experience.

1978 - Present (41 years)

Allegheny Investments, LTD

1976 - Present (43 years)

Allegheny Financial Group LTD

Disclosures

James Hohman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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