Karl
Smrekar
Allegheny Financial Group LTD
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About this Advisor
Karl Smrekar is a financial advisor based in Pittsburgh, Pennsylvania, working with Allegheny Financial Group LTD. Karl has previously held positions at Allegheny Financial Group and Allegheny Investments, LTD. Karl has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Karl is part of Allegheny Financial Group LTD, which operates out of Pittsburgh, Pennsylvania. The firm has 101 employees and manages assets totaling $4.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Allegheny Financial Group LTD includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Allegheny Financial Group LTD Brokerage Details
$4,472,173,015
101
12,226
$365,792
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Karl Smrekar Work History
Allegheny Investments, LTD
Allegheny Financial Group
Disclosures
Please visit the SEC profile of Karl Smrekar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Allegheny Financial Group LTD
Pittsburgh, PA
Pittsburgh, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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