Fee-OnlyFinder

Advisers in Greensburg, PA

4 advisers in Greensburg — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Chapel Hill Investment Analysts INC126 Mathews Street, Suite 1600 · Greensburg, PA 15601 · (724) 830-2600 · Financial planningCRD 109511 · % of assets, Hourly charges · $436.0 million AUMSEC registeredNo commissions reportedElle Investment Group LLC41 W Otterman St 310 · Greensburg, PA 15601 · (724) 835-4272 · % of assets managedCRD 310082 · % of assets · $14.9 million AUMState registeredNo commissions reportedMcDowell Associates Investments, LP327 W. Pittsburgh Street · Greensburg, PA 15601 · (412) 860-6078 · % of assets managedCRD 167710 · % of assets · $23.0 million AUMState registeredNo commissions reportedTrustmont Advisory Group, INC.Scenic Drive Professional Center, 200 Brush Run Road, Suite a · Greensburg, PA 15601 · (724) 468-5665 · Financial planningCRD 106015 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reported
Talking to advisers in Greensburg? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.