Paul
Brahim

Bpu Investment Management Inc

CRD#1518079
Investment Advisor
in Pittsburgh, PA
Are you Paul Brahim? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Paul Brahim is a certified financial planner based out of Pittsburgh, Pennsylvania, who has 21 years of experience as a financial advisor. Brahim is an employee of Bpu Investment Management Inc. They have spent their complete time as a financial advisor at Bpu Investment Management Inc. Brahim maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Pennsylvania and Texas. Bpu Investment Management Inc is a company that has its headquarters in Pittsburgh, Pennsylvania. The company has offices in four locations and a total of 31 advisors. It controls $541 million in assets under management across its 1,855 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 1,855 customer accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm has a wide set 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. A financial advisor's fees typically depend on the financial services. Fee types billed by Bpu Investment Management Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

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, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

One Oxford Centre Suite 3300
Pittsburgh, PA 15219

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bpu Investment Management Inc Brokerage Details

Total Assets Under Management

$517,116,882

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

24

PA Average: 41
Total Number of Accounts

1,932

PA Average: 3,342
Average Account Size

$267,659

PA Average: $4,737,880

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Paul Brahim Work History

Paul has 21 years of experience.

1997 - Present (22 years)

Bpu Investment Management Inc

Disclosures

Paul Brahim has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started