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⚲
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| Fort Pitt Capital Group LLC
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|
|
|---|---|
| CRD # | 281385 |
| SEC # | 801-106608 |
| CIK # | 0001663897, 0001223052 |
| AUM | $4.3 BB (2023-03-30) |
| Employees | 69 (64% Investors, 0% Brokers) |
| Phone | 412-921-1822 |
| Address | 680 Andersen Drive Pittsburgh, PA 15220 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AMD | 131.5 | 0.1 | |
| MSFT | 1,918.2 | 0.1 | |
| AJG | 34.3 | 0.1 | |
| AAPL | 2,382.8 | 0.1 | |
| PH | 32.1 | 0.1 | |
| ABT | 187.3 | 0.1 | |
| APO | 29.5 | 0.1 | |
| ROK | 23.0 | 0.1 | |
| BX | 69.1 | 0.1 | |
| LOW | 111.7 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,726 | 2.8 |
| (b) Individuals (high net worth individuals) | 352 | 1.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 61 | 0.2 |
| (h) Charitable organizations | 53 | 0.0 |
| (i) State or municipal government entities | 5 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 44 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 8,521 | 4.3 |
| By Discretionary | ||
| Discretionary | 8,490 | 4.3 |
| Non-Discretionary | 31 | 0.0 |
| Total | 8,521 | 4.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.3 | |
| Total | 8,521 | 4.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001223052] | |
| 13F-HR | [0001663897] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Zhang Financial LLC
✚
|
MI | 4.5 |
|
Shuster Advisory Group LLC
✚
|
CA | 4.4 |
|
Index Fund Advisors Inc
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|
CA | 4.4 |
|
F L Putnam Investment Management Co
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|
MA | 4.3 |
|
Pension Consultants Inc
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|
MO | 4.3 |
|
Linscomb & Williams Inc
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|
TX | 4.3 |
|
Andersen Tax LLC
✚
|
VA | 4.2 |
|
Annex Advisory Services LLC
✚
|
WI | 4.2 |
|
NorthRock Partners LLC
✚
|
MN | 4.2 |
|
Alesco Advisors LLC
✚
|
NY | 4.2 |