Karl
Smrekar

Allegheny Financial Group LTD

CRD#1280168
Investment Advisor
in Pittsburgh, PA

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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

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Stone Quary Crossing 811 Camp Horne Road, Suite 100
Pittsburgh, PA 15237

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Allegheny Financial Group LTD Brokerage Details

Total Assets Under Management

$4,472,173,015

PA Average: $15,833,994,310
Total Number of Employees

101

PA Average: 41
Total Number of Accounts

12,226

PA Average: 3,342
Average Account Size

$365,792

PA Average: $4,737,880

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

1985 - Present (40 years)

Allegheny Investments, LTD

1984 - Present (41 years)

Allegheny Financial Group

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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

Karl Smrekar
Pittsburgh, PA
James Hohman
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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