AUM
Employee Count
Main Office
| 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
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| 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
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
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
| 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
| 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