Allegheny Investments, LTD
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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
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 Hohman Work History
James has 42 years of experience.
Allegheny Investments, LTD
Allegheny Financial Group LTD
James Hohman has no disclosures.
Please visit their SEC profile for more details.