PITTSBURGH FINANCIAL PLANNERS, INC.
CRD #14155 SEC #801-123722 BRIDGEVILLE, PA 412-220-1690
SEC Registered
Total AUM
$160.6M
Discretionary
$115.1M
Employees
6
Clients
101
Accounts
500
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $160.6M | $115.1M | $45.6M | 6 | 5 |
| Mar 2025 | $160.6M | $115.1M | $45.6M | 6 | 5 |
| Jul 2024 | $137.1M | $80.8M | $56.3M | 6 | 9 |
| Apr 2024 | $137.1M | $80.8M | $56.3M | 6 | 9 |
| Mar 2024 | $136.2M | $80M | $56.3M | 6 | 9 |
| Jan 2024 | $108.8M | $48M | $60.8M | 5 | 8 |
| Sep 2023 | $108.8M | $48M | $60.8M | 5 | 8 |
| Apr 2023 | $108.8M | $48M | $60.8M | 5 | 8 |
| Apr 2023 | $108.8M | $48M | $60.8M | 5 | 8 |
| Mar 2023 | $108.8M | $48M | $60.8M | 5 | 8 |
| Feb 2023 | $108.8M | $48M | $60.8M | 5 | 8 |
| Jan 2023 | $114.5M | $20.5M | $94M | 5 | 6 |
| Nov 2022 | $114.5M | $20.5M | $94M | 5 | 6 |
| Mar 2022 | $114.5M | $20.5M | $94M | 5 | 6 |
DateDec 2025
Total AUM$160.6M
Discretionary$115.1M
Non-Disc.$45.6M
Employees6
Clients5
DateMar 2025
Total AUM$160.6M
Discretionary$115.1M
Non-Disc.$45.6M
Employees6
Clients5
DateJul 2024
Total AUM$137.1M
Discretionary$80.8M
Non-Disc.$56.3M
Employees6
Clients9
DateApr 2024
Total AUM$137.1M
Discretionary$80.8M
Non-Disc.$56.3M
Employees6
Clients9
DateMar 2024
Total AUM$136.2M
Discretionary$80M
Non-Disc.$56.3M
Employees6
Clients9
DateJan 2024
Total AUM$108.8M
Discretionary$48M
Non-Disc.$60.8M
Employees5
Clients8
DateSep 2023
Total AUM$108.8M
Discretionary$48M
Non-Disc.$60.8M
Employees5
Clients8
DateApr 2023
Total AUM$108.8M
Discretionary$48M
Non-Disc.$60.8M
Employees5
Clients8
DateApr 2023
Total AUM$108.8M
Discretionary$48M
Non-Disc.$60.8M
Employees5
Clients8
DateMar 2023
Total AUM$108.8M
Discretionary$48M
Non-Disc.$60.8M
Employees5
Clients8
DateFeb 2023
Total AUM$108.8M
Discretionary$48M
Non-Disc.$60.8M
Employees5
Clients8
DateJan 2023
Total AUM$114.5M
Discretionary$20.5M
Non-Disc.$94M
Employees5
Clients6
DateNov 2022
Total AUM$114.5M
Discretionary$20.5M
Non-Disc.$94M
Employees5
Clients6
DateMar 2022
Total AUM$114.5M
Discretionary$20.5M
Non-Disc.$94M
Employees5
Clients6