PITTSBURGH FINANCIAL PLANNERS, INC.

PITTSBURGH FINANCIAL PLANNERS, INC. of BRIDGEVILLE, PA is an SEC-registered investment adviser (CRD 14155). Regulatory assets under management: $160.6M.

Registration

• CRD: 14155
• SEC file number: 801-123722
• Type: Registered investment adviser
• Location: 1195 WASHINGTON PIKE, SUITE 100, BRIDGEVILLE, PA, 15017
• Phone: 412-220-1690
• Latest filing: 2025-12-08
• Regulatory AUM: $160.6M
• Discretionary AUM: $115.1M
• Non-discretionary AUM: $45.6M
• Clients: 6
• Accounts: 500

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 14155 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search