Terry
Knepp

Allegheny Investments, LTD

CRD#4656543
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Terry Knepp is a certified financial planner who works in Pittsburgh, Pennsylvania, with a total of 14 years of experience as a financial advisor. Knepp works at Allegheny Investments, LTD. They have been employed by Allegheny Investments, Ltd for all of their career. Knepp has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to work in Pennsylvania. Allegheny Investments, LTD is a registered investment company that has its headquarters in Pittsburgh, Pennsylvania. The firm has offices in nine locations and a total of 106 advisors. It administers $340 million in assets across its 1,702 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm serves five charitable organizations. Of its 1,702 client accounts, just 5% belong to high-net-worth investors who have greater than $1 million in assets. The business performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees usually vary depending on which services the firm provides the client. However, fees charged by Allegheny Investments, LTD most likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

14 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

No

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

Terry Knepp Work History

Terry has 14 years of experience.

2004 - Present (15 years)

Allegheny Investments, LTD

Disclosures

Terry Knepp has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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