# MID ATLANTIC FINANCIAL MANAGEMENT, INC.

MID ATLANTIC FINANCIAL MANAGEMENT, INC. of PITTSBURGH, PA is an SEC-registered investment adviser.

## Registration

- CRD: 109771
- Type: SEC-registered investment adviser
- SEC file number: 801-21527
- Location: 1251 WATERFRONT PLACE, SUITE 510, PITTSBURGH, PA, 15222-4235
- Phone: 412-391-7077
- Latest filing: 2021-07-30
- Regulatory AUM: $3.4B
- Discretionary AUM: $2.8B
- Non-discretionary AUM: $533.6M
- Clients: 96
- Accounts: 9,652

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| SMITH KYLE PETER | SENIOR VICE PRESIDENT | — |
| DEVINE JEANINE COLDITZ | VICE PRESIDENT | — |
| DOWN DAVID JOHN | PRESIDENT | — |
| WARDEN CHARLES ALBERT | CEO; PRESIDENT; SHAREHOLDER (+1 more) | — |
| BANCO JOSEPH FRANKLIN | SECTY/TREASUER | — |
| BROWN TIMOTHY LEE | CHIEF COMPLIANCE OFFICER/EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT | — |
| FONG SARAH F | VICE PRESIDENT | — |
| COLDITZ JEANINE ELIZABETH | VICE PRESIDENT | — |
| COLIANNI ELENA MARIA | VICE-PRESIDENT, COMPLIANCE | — |
| DECK TENZING THOMAS | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109771/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109771/similar
- Related entities: https://search.stillhousedata.com/firm/109771/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109771

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.