Allegheny Investments, LTD
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About this Advisor
Jonathan Kuhn is a certified financial planner located in Pittsburgh, Pennsylvania. Currently an investment advisor at Allegheny Investments, LTD, they have accrued a notable 24 years of work experience in the financial advisory industry. Kuhn has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Kuhn can operate in Pennsylvania. Throughout their career, Kuhn has worked at Allegheny Investments, LTD and Allegheny Financial Group, LTD. Allegheny Investments, LTD is headquartered in Pittsburgh, Pennsylvania, and operates out of nine offices in the nation. As a firm, Allegheny Investments, LTD manages $340 million in assets across 1,702 accounts and employs more than 106 people. The amount of assets the firm manages places it among the mid-sized firms in the nation. The firm manages 654 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 5% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. 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
Jonathan Kuhn Work History
Jonathan has 24 years of experience.
Allegheny Investments, LTD
Allegheny Financial Group, LTD
Jonathan Kuhn has no disclosures.
Please visit their SEC profile for more details.