Rebecca
Haugh

Bpu Investment Management Inc

CRD#5067082
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Rebecca Haugh is a certified financial planner working out of Pittsburgh, Pennsylvania, who has been in the industry for 11 years. Haugh is an employee of Bpu Investment Management Inc. Their career trajectory has included roles at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company and Bpu Investment Management, Inc. Haugh holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Pennsylvania and Texas. Bpu Investment Management Inc is a registered investment business that has its headquarters in Pittsburgh, Pennsylvania. The firm has offices in four locations and a total of 31 people on staff. It manages $541 million in total assets between its 1,855 client accounts, placing it among the larger firms in the country by assets under management. Of its 1,855 customer accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business performs a wide set of services, such as 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. Financial management fee schedules usually are based on which service is offered. However, fees charged by Bpu Investment Management Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

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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

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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

Rebecca Haugh Work History

Rebecca has 11 years of experience.

2010 - Present (9 years)

Bpu Investment Management, Inc

2009 - 2010 (1 years)

Northwestern Mutual Wealth Management Company

2007 - 2009 (2 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Rebecca Haugh has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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