Private Wealth Advisors Inc

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Assets, Funds, Holdings

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Private Wealth Advisors Inc
CRD #126927
SEC #801-62312
CIK #1462525
AUM $649.5 MM (100% Disc, 100% US)
Employees15 (60% Investors, 0% Brokers)
Phone412-931-2700
Address542 Rugh Street
Greensburg, PA 15601
Source IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
AAPL 843,560.0 14.6
EFA 13.8
GOOGL 819,810.0 9.4
IJH 7.1
CSCO 228,550.0 6.6
VWO 6.4
PNC 58,320.0 5.7
JNJ 369,000.0 4.8
XLI 4.6
VZ 237,920.0 4.6
View All
Holdings by Sector ($BB)
Comparable Firms State AUM ($BB)
Strategic Family Wealth Counselors LLC
NJ
0.7
ROLL & Ross Asset Management LP
PA
0.7
Allen Mooney & Barnes Investment Advisors LLC
GA
0.7
West Capital Management Inc
PA
0.7
Harvest Capital Management Inc
NH
0.7
LAU Associates LLC
DE
0.7
TFS Securities Inc
NJ
0.6
The Pacific Center for Financial Services
CA
0.6
Sapience Investments LLC
CA
0.6
Sackville Bank Limited
0.6