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Mid Atlantic Financial Management, Inc.
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Pittsburgh, Pennsylvania
$3.0 billion AUM
57 offices

Mid Atlantic Financial Management, Inc. is based in Pittsburgh, Pennsylvania and has $3.0 billion in assets under management.

Location
1251 Waterfront Place
Suite 510
Pittsburgh, PA 15222
Contact
$3.0 billion
AUM
99
Employees
AUM Share
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$2,998,614,583
Assets under management
8,483 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 3,630 $927,928,979 31% $255,628
High net worth individuals 512 $975,772,968 33% $1,905,807
Pooled investment vehicles 1 $90,177 0% $90,177
Pension and profit sharing plans 342 $891,435,411 30% $2,606,536
Charitable organizations 37 $93,138,317 3% $2,517,252
Insurance companies 1 $66,619,439 2% $66,619,439
Other corporations or businesses 21 $43,629,292 1% $2,077,585
Employees Share
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99
Employees
99
Investment analysts
100% of total employees
AUM per employee Share
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$2,998,614,583
Assets under management
$30,289,036
AUM per employee
$30,289,036
AUM per investment analyst
About Share
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Compensation

Mid Atlantic Financial Management, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
  • Commissions
Services offered

Mid Atlantic Financial Management, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 109,771
SEC number 801-21527
Legal structure Corporation
Legal governance Pennsylvania, United States
Latest ADV filing date March 31, 2020

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