Allegheny Investments, LTD
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About this Advisor
Michael Montileone is a certified financial planner based in Pittsburgh, Pennsylvania. Currently a registered investment advisor at Allegheny Investments, LTD, they have accrued a notable 26 years of practice as a financial advisor. Montileone maintains Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Montileone can work with clients based out of Pennsylvania. Montileone has spent their complete career at Allegheny Investments, LTD. Allegheny Investments, LTD is headquartered in Pittsburgh, Pennsylvania, and operates out of nine brick-and-mortar locations in the nation. As a registered advisory firm, Allegheny Investments, LTD manages $340 million in assets across 1,702 accounts and retains more than 106 people. The amount of assets the firm manages places it among the mid-sized firms in the country. The firm manages 654 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 5% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Allegheny Investments, LTD offers 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
Michael Montileone Work History
Michael has 26 years of experience.
Allegheny Investments, LTD
Michael Montileone has disclosures.
Please visit their SEC profile for more details.