Michael
Kauffelt

Bill Few Associates, Inc

CRD#2315161
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Michael Kauffelt is a chartered financial analyst based out of Pittsburgh, Pennsylvania, who has been in the financial industry for 21 years. Kauffelt is currently employed by Bill Few Associates, Inc. Throughout their career, they have worked at Bill Few Securities, Inc and Bill Few Associates, Inc. Kauffelt has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania and Texas. Bill Few Associates, Inc is a registered investment firm that has its headquarters in Pittsburgh, Pennsylvania. The firm has offices in three locations and a total of 29 financial advisors. It manages $960 million in assets across its 3,101 accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm serves three charitable organizations. Bill Few Associates, Inc provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually are based on which service is offered. However, fee types charged by Bill Few Associates, Inc most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

107 Mt. Nebo Pointe Suite 200
Pittsburgh, PA 15237

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Bill Few Associates, Inc Brokerage Details

Total Assets Under Management

$947,731,879

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

30

PA Average: 41
Total Number of Accounts

3,257

PA Average: 3,342
Average Account Size

$290,983

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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Michael Kauffelt Work History

Michael has 21 years of experience.

1997 - Present (22 years)

Bill Few Securities, Inc

1997 - Present (22 years)

Bill Few Associates, Inc

Disclosures

Michael Kauffelt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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