Michael
Montileone

Allegheny Investments, LTD

CRD#2017882
Investment Advisor
in Pittsburgh, PA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

26 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

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

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Allegheny Investments, LTD Brokerage Details

Total Assets Under Management

$352,265,041

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

111

PA Average: 41
Total Number of Accounts

1,500

PA Average: 3,342
Average Account Size

$234,843

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

Michael Montileone Work History

Michael has 26 years of experience.

1992 - Present (27 years)

Allegheny Investments, LTD

Disclosures

Michael Montileone has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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