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Preferred Advisory Group, Inc. (Pittsburgh)


Preferred Advisory Group, Inc. is a multi-state adviser based in Pittsburgh. It manages $28.14 thousand of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Pennsylvania.

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Preferred Advisory Group provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Preferred Advisory Group: assets under management

The assets under management (AUM) of Preferred Advisory Group, Inc. is $28.14 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $28.14 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.22 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Preferred Advisory Group, Inc. for their services and products based on a percentage of assets under management 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
James Alan Langenwalter Ceo 1 Apr 2001 75% - 100% 4374147

Based in Pittsburgh

The principal office where Preferred Advisory Group, Inc. performs its advisory services is located at 115 Evergreen Heights Drive, Pittsburgh, PA 15229, 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 412-415-5200 or by fax 412-415-5225. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.pag.savesimply.com.


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