Bpu Investment Management Inc
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About this Advisor
Newlin Archinal is a certified financial planner who is based out of Pittsburgh, Pennsylvania. Currently a registered advisor with Bpu Investment Management Inc, they have gathered 10 years of professional experience in the financial advisory industry. Archinal holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Archinal is registered to act as an advisor based out of Pennsylvania and Texas. Over the course of their career, Archinal has held roles at Bpu Investment Management, Inc and Commonwealth Financial Network. Bpu Investment Management Inc is headquartered in Pittsburgh, Pennsylvania, and has four other locations across the United States. Overall, Bpu Investment Management Inc manages $541 million in assets dispersed across 1,855 accounts and employs 31 staff members. The firm's total assets under management places it among the bigger investment advisory firms in the United States. The firm manages 1,721 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Bpu Investment Management Inc can offer 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. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Bpu Investment Management Inc 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
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Newlin Archinal Work History
Newlin has 10 years of experience.
Bpu Investment Management, Inc
Commonwealth Financial Network
Newlin Archinal has no disclosures.
Please visit their SEC profile for more details.