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Investmgt LLC (Sewickley)


Investmgt LLC is a large advisory firm based in Sewickley. It manages $40 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

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Investmgt provides portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investmgt: assets under management

The assets under management (AUM) of Investmgt LLC is $40 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $40 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $40 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Investmgt LLC for their services and products based on hourly charges, subscription fees, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sewickley

The principal office where Investmgt LLC performs its advisory services is located at 438 Division St, Sewickley, PA 15143, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 412-741-8140 or by fax 412-741-8142. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.investmgt.com.


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