Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
204 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$595.9M

Fee Structure

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Location

301 Grant Street, Suite 3550, Pittsburgh, PA, 15219

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Interchange Capital Partners
April 2025 - Present · 10 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.