BILKEYKATZ INVESTMENT CONSULTANTS

Latest filing: Mar 25, 2024 (219 days ago)

AUM

$0
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

8
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
14% change vs. 10 years ago

Main Office

PITTSBURGH, PA
411 SEVENTH AVENUE, PITTSBURGH, PA, UNITED STATES, 15219-1905

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $0.0
Total $0.0
Client AUM
Retail $0.0
Pooled $0.0
Institutional $0.0
Total $0.0
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 7 $0.0
Average HNW AUM $0
Retail Total 7 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

4 active

Name Title
KATZ, JERRY, EDWARD CFA; CHAIRMAN OF THE BOARD; DIRECTOR
BERTAN, ELDA, JEAN CHIEF COMPLIANCE OFFICER
DUDA, DARRIN, KEITH CFA; CAIA; AIF®; PRESIDENT; DIRECTOR
FISHER, PATRICK, WILLIAM CFA; CAIA; SECRETARY; TREASURER; DIRECTOR

ADVDB.CO • SOURCE: SEC

Representatives

3 active representatives found

Name City State Exams Designations
PATRICK FISHER PITTSBURGH PA S66|2001-02-21 CHARTERED FINANCIAL ANALYST
JERRY KATZ PITTSBURGH PA S63|1985-04-02|S65|1993-04-12 CHARTERED FINANCIAL ANALYST
DARRIN DUDA PITTSBURGH PA S63|1991-10-24|S66|2000-01-14 CHARTERED FINANCIAL ANALYST

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $0.0 $0.0 0% 8 0 0%
2024-04-02 $0.0 $0.0 0% 8 0 0%
2023-04-04 $0.0 $0.0 0% 8 0 0%
2022-04-01 $0.0 $0.0 0% 8 0 0%
2021-04-05 $0.0 $0.0 0% 8 0 0%
2020-04-01 $0.0 $0.0 0% 8 0 0%
2019-04-01 $0.0 $0.0 0% 8 0 0%
2018-04-02 $0.0 $0.0 0% 8 0 0%
2017-04-01 $0.0 $0.0 0% 7 1 14%
2016-04-01 $0.0 $0.0 0% 7 1 14%
2015-04-01 $0.0 $0.0 0% 7 1 14%
2014-04-01 $0.0 $0.0 0% 7 1 14%
2013-04-01 $0.0 $0.0 0% 7 1 14%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
PA, GA-03/22/2021, PA-02/21/2003, TX-01/25/2013
ADVISER ACTIVITIES
PENSION CONSULTING
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV