ALLEGHENY FINANCIAL GROUP
Legal name: ALLEGHENY FINANCIAL GROUP LTD
CRD #104690 SEC #801-12566 PITTSBURGH, PA 412-367-3880
SEC Registered Private Funds
Total AUM
$4.9B
Discretionary
$4.8B
Employees
105
Clients
--
Accounts
12,950
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $4.9B | $4.8B | $102M | 105 | 6 |
| Apr 2025 | $4.9B | $4.8B | $102M | 105 | 0 |
| Oct 2024 | $4.5B | $4.3B | $126.7M | 101 | 50 |
| Apr 2024 | $4.5B | $4.3B | $126.7M | 101 | 50 |
| Mar 2024 | $4.5B | $4.3B | $126.7M | 101 | 50 |
| Mar 2023 | $3.8B | $3.6B | $221.9M | 101 | 54 |
| Sep 2022 | $4.4B | $4.2B | $233.8M | 102 | 40 |
| Aug 2022 | $4.4B | $4.2B | $233.8M | 102 | 40 |
| Mar 2022 | $4.4B | $4.2B | $233.8M | 102 | 40 |
| May 2021 | $3.9B | $3.5B | $372.7M | 100 | 20 |
| Mar 2021 | $3.9B | $3.5B | $372.7M | 100 | 20 |
| Jun 2020 | $3.4B | $3B | $412.5M | 99 | 35 |
| Mar 2020 | $3.4B | $3B | $412.5M | 99 | 35 |
| Mar 2019 | $2.4B | $2.2B | $178.8M | 99 | 39 |
| Mar 2018 | $2.6B | $1.3B | $1.3B | 94 | 50 |
| Apr 2017 | $2.2B | $1.9B | $369.9M | 94 | 1,900 |
| Mar 2017 | $2.2B | $1.9B | $369.9M | 94 | 1,900 |
| Jan 2017 | $2.6B | $245.2M | $2.4B | 90 | 1,700 |
| Mar 2016 | $2.6B | $245.2M | $2.4B | 90 | 1,700 |
| Mar 2015 | $2.5B | $171.1M | $2.4B | 89 | 2,000 |
| Feb 2015 | $2.3B | $106M | $2.2B | 80 | 1,900 |
| Mar 2014 | $2.3B | $106M | $2.2B | 80 | 1,900 |
| Aug 2013 | $2.1B | $253.1M | $1.8B | 74 | 2,000 |
| Apr 2013 | $2.1B | $253.1M | $1.8B | 74 | 2,000 |
| Apr 2013 | $2.1B | $253.1M | $1.8B | 74 | 2,000 |
| Oct 2012 | $3B | $90.7M | $2.9B | 11 | 1,000 |
| Mar 2012 | $3B | $90.7M | $2.9B | 11 | 1,000 |
| Mar 2011 | $1.9B | $108.3M | $1.8B | -- | -- |
| Jan 2010 | $1.8B | $93.1M | $1.7B | -- | -- |
| Apr 2009 | $1.2B | $1.2B | $24.9M | -- | -- |
| Mar 2008 | $475.2M | $465.7M | $9.5M | -- | -- |
| Oct 2005 | $1.2B | $252.5M | $914.5M | -- | -- |
| Oct 2005 | $1.2B | $252.5M | $914.5M | -- | -- |
| Aug 2004 | $1.1B | $0 | $1.1B | -- | -- |
| Apr 2004 | $1.1B | $0 | $1.1B | -- | -- |
| Mar 2004 | $1.1B | $0 | $1.1B | -- | -- |
| Oct 2003 | $783.5M | $0 | $783.5M | -- | -- |
| Mar 2002 | $770M | $0 | $770M | -- | -- |
DateAug 2025
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$102M
Employees105
Clients6
DateApr 2025
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$102M
Employees105
Clients0
DateOct 2024
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$126.7M
Employees101
Clients50
DateApr 2024
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$126.7M
Employees101
Clients50
DateMar 2024
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$126.7M
Employees101
Clients50
DateMar 2023
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$221.9M
Employees101
Clients54
DateSep 2022
Total AUM$4.4B
Discretionary$4.2B
Non-Disc.$233.8M
Employees102
Clients40
DateAug 2022
Total AUM$4.4B
Discretionary$4.2B
Non-Disc.$233.8M
Employees102
Clients40
DateMar 2022
Total AUM$4.4B
Discretionary$4.2B
Non-Disc.$233.8M
Employees102
Clients40
DateMay 2021
Total AUM$3.9B
Discretionary$3.5B
Non-Disc.$372.7M
Employees100
Clients20
DateMar 2021
Total AUM$3.9B
Discretionary$3.5B
Non-Disc.$372.7M
Employees100
Clients20
DateJun 2020
Total AUM$3.4B
Discretionary$3B
Non-Disc.$412.5M
Employees99
Clients35
DateMar 2020
Total AUM$3.4B
Discretionary$3B
Non-Disc.$412.5M
Employees99
Clients35
DateMar 2019
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$178.8M
Employees99
Clients39
DateMar 2018
Total AUM$2.6B
Discretionary$1.3B
Non-Disc.$1.3B
Employees94
Clients50
DateApr 2017
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$369.9M
Employees94
Clients1,900
DateMar 2017
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$369.9M
Employees94
Clients1,900
DateJan 2017
Total AUM$2.6B
Discretionary$245.2M
Non-Disc.$2.4B
Employees90
Clients1,700
DateMar 2016
Total AUM$2.6B
Discretionary$245.2M
Non-Disc.$2.4B
Employees90
Clients1,700
DateMar 2015
Total AUM$2.5B
Discretionary$171.1M
Non-Disc.$2.4B
Employees89
Clients2,000
DateFeb 2015
Total AUM$2.3B
Discretionary$106M
Non-Disc.$2.2B
Employees80
Clients1,900
DateMar 2014
Total AUM$2.3B
Discretionary$106M
Non-Disc.$2.2B
Employees80
Clients1,900
DateAug 2013
Total AUM$2.1B
Discretionary$253.1M
Non-Disc.$1.8B
Employees74
Clients2,000
DateApr 2013
Total AUM$2.1B
Discretionary$253.1M
Non-Disc.$1.8B
Employees74
Clients2,000
DateApr 2013
Total AUM$2.1B
Discretionary$253.1M
Non-Disc.$1.8B
Employees74
Clients2,000
DateOct 2012
Total AUM$3B
Discretionary$90.7M
Non-Disc.$2.9B
Employees11
Clients1,000
DateMar 2012
Total AUM$3B
Discretionary$90.7M
Non-Disc.$2.9B
Employees11
Clients1,000
DateMar 2011
Total AUM$1.9B
Discretionary$108.3M
Non-Disc.$1.8B
Employees--
Clients--
DateJan 2010
Total AUM$1.8B
Discretionary$93.1M
Non-Disc.$1.7B
Employees--
Clients--
DateApr 2009
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$24.9M
Employees--
Clients--
DateMar 2008
Total AUM$475.2M
Discretionary$465.7M
Non-Disc.$9.5M
Employees--
Clients--
DateOct 2005
Total AUM$1.2B
Discretionary$252.5M
Non-Disc.$914.5M
Employees--
Clients--
DateOct 2005
Total AUM$1.2B
Discretionary$252.5M
Non-Disc.$914.5M
Employees--
Clients--
DateAug 2004
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees--
Clients--
DateApr 2004
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees--
Clients--
DateMar 2004
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees--
Clients--
DateOct 2003
Total AUM$783.5M
Discretionary$0
Non-Disc.$783.5M
Employees--
Clients--
DateMar 2002
Total AUM$770M
Discretionary$0
Non-Disc.$770M
Employees--
Clients--