Rodney
Engh

Bill Few Associates, Inc

CRD#3055043
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Rodney Engh is a certified financial planner working in Pittsburgh, Pennsylvania, who has been in the advisory business for 18 years. Engh is on the advisory team at Bill Few Associates, Inc. Their career trajectory has included roles at Bill Few Securities, Inc and Bill Few Associates, Inc. Engh maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Bill Few Associates, Inc is a registered investment firm based out of Pittsburgh, Pennsylvania. The investment advisory business has offices in three locations and a total of 29 people on staff. It oversees $960 million in assets between its 3,101 accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm serves three charities and foundations. Bill Few Associates, Inc performs a number 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. Fees for financial advice depend on which services are provided. However, fees billed by Bill Few Associates, Inc can include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

18 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, Fixed Fees

Disclosures

Yes

Office Location

107 Mt. Nebo Pointe Suite 200
Pittsburgh, PA 15237

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Bill Few Associates, Inc Brokerage Details

Total Assets Under Management

$947,731,879

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

30

PA Average: 41
Total Number of Accounts

3,257

PA Average: 3,342
Average Account Size

$290,983

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

Rodney Engh Work History

Rodney has 18 years of experience.

2001 - Present (18 years)

Bill Few Securities, Inc

2000 - Present (19 years)

Bill Few Associates, Inc

Disclosures

Rodney Engh has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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