Schneider Downs Wealth Management Advisors is an investment advisor in Pittsburgh with $2.47 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
251857157
SEC advisor number
801-62441
FINRA CRD number
128591
AUM ?
$2.61 bn
(as of 28 Mar 24)
Accounts
2,036
(as of 28 Mar 24)
Employees
27
(21 investment advisory or research)
Address
Schneider Downs Wealth Management Advisors
ONE PPG PLACE, SUITE 1700
PITTSBURGH
PA 15222
ONE PPG PLACE, SUITE 1700
PITTSBURGH
PA 15222
Phone
412-697-5200
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22
13F-HR
Quarterly holdings report by institutional manager
14 Oct 21