T.R. Pipich & Associates LLC (Pittsburgh)

T.R. Pipich & Associates LLC is a large advisory firm based in Pittsburgh. It manages $543.46 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Pennsylvania.

T.R. Pipich & Associates provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting 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.

T.R. Pipich & Associates: assets under management

The assets under management (AUM) of T.R. Pipich & Associates LLC is $543.46 million. The firm's AUM has grown by 42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $72.8 million in discretionary accounts and $470.67 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.13 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $23.53 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay T.R. Pipich & Associates LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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.

Careers at T.R. Pipich & Associates LLC

Thomas Ralph Pipich has been acting as President since 1 Mar 2003. Jeffrey Carr Boucek joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Ralph Pipich	President	1 Mar 2003	75% - 100%	4275749
Thomas Ralph Pipich	Managing director	1 Mar 2005	50% - 75%	4275749
Jeffrey Carr Boucek	Managing director	1 Mar 2005	25% - 50%	4931551

Based in Pittsburgh

The principal office where T.R. Pipich & Associates LLC performs its advisory services is located at 110 Roessler Rd, Pittsburgh, PA 15220, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.