Active
H FINANCIAL MANAGEMENT
Investment Advice|CANONSBURG, PA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$533.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 488.1M |
| Non-Discretionary | 45.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 148209 |
| SEC Number | 801-69665 |
| Street Address | 400 SOUTHPOINTE BLVD. |
| Street Address 2 | PLAZA ONE, SUITE 420 |
| Location | CANONSBURG, PA 15317 |
| Country | United States |
| Phone | 724-745-9406 |
| Fax | 724-745-9408 |
| Total Employees | 6 |
Client Count by Type (543 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 325 |
| High Net Worth Individual… | 208 |
| Pension/Profit Sharing Pl… | 8 |
| Charitable Organizations | 2 |
Community Partners
BOROUGH OF ALLENPORT
BOROUGH OF BEALLSVILLE
BOROUGH OF BENTLEYVILLE
BOROUGH OF BURGETTSTOWN
BOROUGH OF CALIFORNIA
BOROUGH OF CANONSBURG
BOROUGH OF CENTERVILLE
BOROUGH OF CHARLEROI
BOROUGH OF CLAYSVILLE
BOROUGH OF COAL CENTER
BOROUGH OF COKEBURG
BOROUGH OF DEEMSTON
BOROUGH OF DONORA
BOROUGH OF DUNLEVY
BOROUGH OF EAST WASHINGTON
BOROUGH OF ELCO
BOROUGH OF ELLSWORTH
BOROUGH OF FINLEYVILLE
BOROUGH OF GREEN HILLS
BOROUGH OF HOUSTON
BOROUGH OF ALLENPORT
BOROUGH OF BEALLSVILLE
BOROUGH OF BENTLEYVILLE
BOROUGH OF BURGETTSTOWN
BOROUGH OF CALIFORNIA
BOROUGH OF CANONSBURG
BOROUGH OF CENTERVILLE
BOROUGH OF CHARLEROI
BOROUGH OF CLAYSVILLE
BOROUGH OF COAL CENTER
BOROUGH OF COKEBURG
BOROUGH OF DEEMSTON
BOROUGH OF DONORA
BOROUGH OF DUNLEVY
BOROUGH OF EAST WASHINGTON
BOROUGH OF ELCO
BOROUGH OF ELLSWORTH
BOROUGH OF FINLEYVILLE
BOROUGH OF GREEN HILLS
BOROUGH OF HOUSTON
BOROUGH OF ALLENPORT
BOROUGH OF BEALLSVILLE
BOROUGH OF BENTLEYVILLE
BOROUGH OF BURGETTSTOWN
BOROUGH OF CALIFORNIA
BOROUGH OF CANONSBURG
BOROUGH OF CENTERVILLE
BOROUGH OF CHARLEROI
BOROUGH OF CLAYSVILLE
BOROUGH OF COAL CENTER
BOROUGH OF COKEBURG
BOROUGH OF DEEMSTON
BOROUGH OF DONORA
BOROUGH OF DUNLEVY
BOROUGH OF EAST WASHINGTON
BOROUGH OF ELCO
BOROUGH OF ELLSWORTH
BOROUGH OF FINLEYVILLE
BOROUGH OF GREEN HILLS
BOROUGH OF HOUSTON
Municipal Government
56 Active
56
Organizations
AUTHORITY OF THE BOROUGH OF CHARLEROI
BENTLEYVILLE BOROUGH MUNICIPAL (WATER) AUTHORITY
BURGETTSTOWN-SMITH TOWNSHIP JOINT SEWERAGE AUTHORITY
CALIFORNIA BOROUGH RECREATION AUTHORITY
CANONSBURG HOUSTON JOINT AUTHORITY
CARROLL TOWNSHIP (SEWER) AUTHORITY
CECIL TOWNSHIP MUNICIPAL (WATER AND SEWER) AUTHORITY
CENTERVILLE BOROUGH SANITARY AUTHORITY
CENTER-WEST JOINT SEWER AUTHORITY
CHARLEROI AREA SCHOOL AUTHORITY
CHARLEROI BOROUGH (WATER AND SEWER) AUTHORITY
DONORA CIVIC CENTER AUTHORITY
DONORA VOLUNTEER FIRE CO
EAST BETHLEHEM TOWNSHIP MUNICIPAL (SEWER) AUTHORITY
INDEPENDENCE/CROSS CREEK JOINT MUNICIPAL AUTHORITY
MARIANNA-WEST BETHLEHEM JOINT SEWER AUTHORITY
MCDONALD SEWAGE AUTHORITY
MID MON VALLEY TRANSIT AUTHORITY
MID MON VALLEY WATER POLLUTION CONTROL AUTHORITY
MIDWAY SEWERAGE AUTHORITY
AUTHORITY OF THE BOROUGH OF CHARLEROI
BENTLEYVILLE BOROUGH MUNICIPAL (WATER) AUTHORITY
BURGETTSTOWN-SMITH TOWNSHIP JOINT SEWERAGE AUTHORITY
CALIFORNIA BOROUGH RECREATION AUTHORITY
CANONSBURG HOUSTON JOINT AUTHORITY
CARROLL TOWNSHIP (SEWER) AUTHORITY
CECIL TOWNSHIP MUNICIPAL (WATER AND SEWER) AUTHORITY
CENTERVILLE BOROUGH SANITARY AUTHORITY
CENTER-WEST JOINT SEWER AUTHORITY
CHARLEROI AREA SCHOOL AUTHORITY
CHARLEROI BOROUGH (WATER AND SEWER) AUTHORITY
DONORA CIVIC CENTER AUTHORITY
DONORA VOLUNTEER FIRE CO
EAST BETHLEHEM TOWNSHIP MUNICIPAL (SEWER) AUTHORITY
INDEPENDENCE/CROSS CREEK JOINT MUNICIPAL AUTHORITY
MARIANNA-WEST BETHLEHEM JOINT SEWER AUTHORITY
MCDONALD SEWAGE AUTHORITY
MID MON VALLEY TRANSIT AUTHORITY
MID MON VALLEY WATER POLLUTION CONTROL AUTHORITY
MIDWAY SEWERAGE AUTHORITY
AUTHORITY OF THE BOROUGH OF CHARLEROI
BENTLEYVILLE BOROUGH MUNICIPAL (WATER) AUTHORITY
BURGETTSTOWN-SMITH TOWNSHIP JOINT SEWERAGE AUTHORITY
CALIFORNIA BOROUGH RECREATION AUTHORITY
CANONSBURG HOUSTON JOINT AUTHORITY
CARROLL TOWNSHIP (SEWER) AUTHORITY
CECIL TOWNSHIP MUNICIPAL (WATER AND SEWER) AUTHORITY
CENTERVILLE BOROUGH SANITARY AUTHORITY
CENTER-WEST JOINT SEWER AUTHORITY
CHARLEROI AREA SCHOOL AUTHORITY
CHARLEROI BOROUGH (WATER AND SEWER) AUTHORITY
DONORA CIVIC CENTER AUTHORITY
DONORA VOLUNTEER FIRE CO
EAST BETHLEHEM TOWNSHIP MUNICIPAL (SEWER) AUTHORITY
INDEPENDENCE/CROSS CREEK JOINT MUNICIPAL AUTHORITY
MARIANNA-WEST BETHLEHEM JOINT SEWER AUTHORITY
MCDONALD SEWAGE AUTHORITY
MID MON VALLEY TRANSIT AUTHORITY
MID MON VALLEY WATER POLLUTION CONTROL AUTHORITY
MIDWAY SEWERAGE AUTHORITY
Special District
41 Active
41
Organizations
AVELLA AREA SCHOOL DIST
BENTWORTH SCH DIST
BETHLEHEM CENTER SCHOOL DIST
BURGETTSTOWN AREA SCHOOL DIST
CALIFORNIA ACADEMY OF LEARNING CHARTER SCHOOL
CALIFORNIA AREA SCH DIST
CANON MCMILLAN SCHOOL DISTRICT
CHARLEROI AREA SCH DIST
CHARTIERS HOUSTON SCHOOL DIST
FORT CHERRY SCHOOL DIST
MC GUFFEY SCH DIST
PETERS TWP SCH DIST
RINGGOLD SCHOOL DIST
TRINITY AREA SCHOOL DIST
WASHINGTON SCH DIST
AVELLA AREA SCHOOL DIST
BENTWORTH SCH DIST
BETHLEHEM CENTER SCHOOL DIST
BURGETTSTOWN AREA SCHOOL DIST
CALIFORNIA ACADEMY OF LEARNING CHARTER SCHOOL
CALIFORNIA AREA SCH DIST
CANON MCMILLAN SCHOOL DISTRICT
CHARLEROI AREA SCH DIST
CHARTIERS HOUSTON SCHOOL DIST
FORT CHERRY SCHOOL DIST
MC GUFFEY SCH DIST
PETERS TWP SCH DIST
RINGGOLD SCHOOL DIST
TRINITY AREA SCHOOL DIST
WASHINGTON SCH DIST
AVELLA AREA SCHOOL DIST
BENTWORTH SCH DIST
BETHLEHEM CENTER SCHOOL DIST
BURGETTSTOWN AREA SCHOOL DIST
CALIFORNIA ACADEMY OF LEARNING CHARTER SCHOOL
CALIFORNIA AREA SCH DIST
CANON MCMILLAN SCHOOL DISTRICT
CHARLEROI AREA SCH DIST
CHARTIERS HOUSTON SCHOOL DIST
FORT CHERRY SCHOOL DIST
MC GUFFEY SCH DIST
PETERS TWP SCH DIST
RINGGOLD SCHOOL DIST
TRINITY AREA SCHOOL DIST
WASHINGTON SCH DIST
School District
15 Active
15
Organizations
5 TOWN COMMUNITY EVENT ASSOCIATION
6-PACK CAR CLUB
704K BRANCH
84 YOUTH LEAGUE
ACACIA FRATERNITY INCORPORATED
ACT FOR ANIMALS SOUTHWESTERN PENNSYLVANIA
ACTIVE CITIZENS TRUST
AHEPA 156 INC
AIR FORCE ASSOCIATION
ALICE AND HARRY MASTEN VOCATIONAL
ALLEGHENY MACHINE TOOL SYSTEMS INC
ALLENPORT EMPLOYEES FOODBANK
Allenport Rod and Gun Club Inc
ALLISON PARK ELEMENTARY PARENT
ALPHA PHI OMEGA
ALUMNI OF BETA IOTA CHAPTER OF SIGMA TAU GAMMA FRA
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
AMERICAN BLIND BOWLING ASSOCIATION INC
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
5 TOWN COMMUNITY EVENT ASSOCIATION
6-PACK CAR CLUB
704K BRANCH
84 YOUTH LEAGUE
ACACIA FRATERNITY INCORPORATED
ACT FOR ANIMALS SOUTHWESTERN PENNSYLVANIA
ACTIVE CITIZENS TRUST
AHEPA 156 INC
AIR FORCE ASSOCIATION
ALICE AND HARRY MASTEN VOCATIONAL
ALLEGHENY MACHINE TOOL SYSTEMS INC
ALLENPORT EMPLOYEES FOODBANK
Allenport Rod and Gun Club Inc
ALLISON PARK ELEMENTARY PARENT
ALPHA PHI OMEGA
ALUMNI OF BETA IOTA CHAPTER OF SIGMA TAU GAMMA FRA
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
AMERICAN BLIND BOWLING ASSOCIATION INC
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
5 TOWN COMMUNITY EVENT ASSOCIATION
6-PACK CAR CLUB
704K BRANCH
84 YOUTH LEAGUE
ACACIA FRATERNITY INCORPORATED
ACT FOR ANIMALS SOUTHWESTERN PENNSYLVANIA
ACTIVE CITIZENS TRUST
AHEPA 156 INC
AIR FORCE ASSOCIATION
ALICE AND HARRY MASTEN VOCATIONAL
ALLEGHENY MACHINE TOOL SYSTEMS INC
ALLENPORT EMPLOYEES FOODBANK
Allenport Rod and Gun Club Inc
ALLISON PARK ELEMENTARY PARENT
ALPHA PHI OMEGA
ALUMNI OF BETA IOTA CHAPTER OF SIGMA TAU GAMMA FRA
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
AMERICAN BLIND BOWLING ASSOCIATION INC
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization
646 Active
646
Organizations
Community Partners156 organizations
BOROUGH OF ALLENPORT
Municipal Government·ALLENPORT
BOROUGH OF BEALLSVILLE
Municipal Government·BEALLSVILLE
BOROUGH OF BENTLEYVILLE
Municipal Government·BENTLEYVILLE
BOROUGH OF BURGETTSTOWN
Municipal Government·BURGETTSTOWN
BOROUGH OF CANONSBURG
Municipal Government·CANONSBURG
BOROUGH OF CHARLEROI
Municipal Government·CHARLEROI
BOROUGH OF CLAYSVILLE
Municipal Government·CLAYSVILLE
BOROUGH OF COAL CENTER
Municipal Government·COAL CENTER
BOROUGH OF DEEMSTON
Municipal Government·FREDERICKTOWN
BOROUGH OF DONORA
Municipal Government·DONORA
BOROUGH OF ELCO
Municipal Government·ELCO
BOROUGH OF ELLSWORTH
Municipal Government·ELLSWORTH
BOROUGH OF FINLEYVILLE
Municipal Government·FINLEYVILLE
BOROUGH OF GREEN HILLS
Municipal Government·WASHINGTON
BOROUGH OF HOUSTON
Municipal Government·HOUSTON
BOROUGH OF LONG BRANCH
Municipal Government·COAL CENTER
BOROUGH OF MARIANNA
Municipal Government·MARIANNA
BOROUGH OF MIDWAY
Municipal Government·MIDWAY
BOROUGH OF NEW EAGLE
Municipal Government·NEW EAGLE
BOROUGH OF NORTH CHARLEROI
Municipal Government·NORTH CHARLEROI
BOROUGH OF ROSCOE
Municipal Government·ROSCOE
BOROUGH OF SPEERS
Municipal Government·CHARLEROI
BOROUGH OF STOCKDALE
Municipal Government·STOCKDALE
BOROUGH OF TWILIGHT
Municipal Government·CHARLEROI
BOROUGH OF WEST MIDDLETOWN
Municipal Government·CANONSBURG
CITY OF MONONGAHELA
Municipal Government·MONONGAHELA
HANOVER TOWNSHIP WASHINGTON COUNTY
Municipal Government·BURGETTSTOWN
MT. PLEASANT VOLUNTEER FIRE COMPANY, INC.
Municipal Government·HICKORY
TOWNSHIP OF AMWELL
Municipal Government·AMITY
TOWNSHIP OF CARROLL
Municipal Government·MONONGAHELA
TOWNSHIP OF EAST FINLEY
Municipal Government·CLAYSVILLE
TOWNSHIP OF FALLOWFIELD
Municipal Government·CHARLEROI
TOWNSHIP OF NORTH BETHLEHEM
Municipal Government·SCENERY HILL
TOWNSHIP OF SOMERSET
Municipal Government·EIGHTY FOUR
AUTHORITY OF THE BOROUGH OF CHARLEROI
Special District·CHARLEROI
BENTLEYVILLE BOROUGH MUNICIPAL (WATER) AUTHORITY
Special District·BENTLEYVILLE
CALIFORNIA BOROUGH RECREATION AUTHORITY
Special District·CALIFORNIA
CANONSBURG HOUSTON JOINT AUTHORITY
Special District·CANONSBURG
CARROLL TOWNSHIP (SEWER) AUTHORITY
Special District·DONORA
CENTERVILLE BOROUGH SANITARY AUTHORITY
Special District·RICHEYVILLE
CENTER-WEST JOINT SEWER AUTHORITY
Special District·BROWNSVILLE
CHARLEROI AREA SCHOOL AUTHORITY
Special District·CHARLEROI
CHARLEROI BOROUGH (WATER AND SEWER) AUTHORITY
Special District·CHARLEROI
DONORA CIVIC CENTER AUTHORITY
Special District·DONORA
DONORA VOLUNTEER FIRE CO
Special District·DONORA
EAST BETHLEHEM TOWNSHIP MUNICIPAL (SEWER) AUTHORITY
Special District·FREDERICKTOWN
INDEPENDENCE/CROSS CREEK JOINT MUNICIPAL AUTHORITY
Special District·AVELLA
MARIANNA-WEST BETHLEHEM JOINT SEWER AUTHORITY
Special District·MARIANNA
MCDONALD SEWAGE AUTHORITY
Special District·MC DONALD
MID MON VALLEY TRANSIT AUTHORITY
Special District·CHARLEROI
MID MON VALLEY WATER POLLUTION CONTROL AUTHORITY
Special District·ALLENPORT
MIDWAY SEWERAGE AUTHORITY
Special District·MIDWAY
MONONGAHELA CITY MUNCIPAL AUTHORITY
Special District·MONONGAHELA
MON VALLEY SEWAGE AUTHORITY
Special District·DONORA
MOUNT PLEASANT TOWNSHIP MUNICIPAL AUTHORITY
Special District·HICKORY
NEW EAGLE BOROUGH MUNICIPAL SEWER AUTHORITY
Special District·NEW EAGLE
NEW EAGLE VOLUNTEER FIRE CO
Special District·NEW EAGLE
NORTH STRABANE TOWNSHIP MUNICIPAL AUTHORITY
Special District·CANONSBURG
PETERS CREEK SANITARY AUTHORITY
Special District·FINLEYVILLE
PETERS TOWNSHIP SANITARY AUTHORITY
Special District·CANONSBURG
PIGEON CREEK SANITARY AUTHORITY
Special District·BENTLEYVILLE
REDEVELOPMENT AUTHORITY OF THE COUNTY OF WASHINGTON
Special District·WASHINGTON
SOUTH STRABANE TOWNSHIP SANITARY AUTHORITY
Special District·WASHINGTON
TRI COUNTY JOINT MUNICIPAL (WATER) AUTHORITY
Special District·FREDERICKTOWN
VESTABURG-NEW HILL JOINT (SEWER) AUTHORITY
Special District·VESTABURG
WASHINGTON COUNTY AUTHORITY
Special District·WASHINGTON
WASHINGTON COUNTY HOSPITAL AUTHORITY
Special District·WASHINGTON
WASHINGTON- EAST WASHINGTON JOINT (SEWER) AUTHORITY
Special District·WASHINGTON
WASHINGTON PARKING AUTHORITY
Special District·WASHINGTON
WEST PIKE RUN TOWNSHIP MUNICIPAL (SEWER) AUTHORITY
Special District·DAISYTOWN
5 TOWN COMMUNITY EVENT ASSOCIATION
Nonprofit Organization·Roscoe
6-PACK CAR CLUB
Nonprofit Organization·Canonsburg
704K BRANCH
Nonprofit Organization·SLOVAN
84 YOUTH LEAGUE
Nonprofit Organization·Bentleyville
ACACIA FRATERNITY INCORPORATED
Nonprofit Organization·California
ACT FOR ANIMALS SOUTHWESTERN PENNSYLVANIA
Nonprofit Organization·Canonsburg
ACTIVE CITIZENS TRUST
Nonprofit Organization·Canonsburg
AHEPA 156 INC
Nonprofit Organization·CANONSBURG
AIR FORCE ASSOCIATION
Nonprofit Organization·Donora
ALICE AND HARRY MASTEN VOCATIONAL
Nonprofit Organization·CHARLEROI
ALLEGHENY MACHINE TOOL SYSTEMS INC
Nonprofit Organization·CANONSBURG
ALLENPORT EMPLOYEES FOODBANK
Nonprofit Organization·Coal Center
Allenport Rod and Gun Club Inc
Nonprofit Organization·Allenport
ALLISON PARK ELEMENTARY PARENT
Nonprofit Organization·HOUSTON
ALPHA PHI OMEGA
Nonprofit Organization·California
ALUMNI OF BETA IOTA CHAPTER OF SIGMA TAU GAMMA FRA
Nonprofit Organization·CALIFORNIA
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·CECIL
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·California
AMERICAN BLIND BOWLING ASSOCIATION INC
Nonprofit Organization·Houston
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·EIGHTY FOUR
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·California
American Federation of Teachers
Nonprofit Organization·Canonsburg
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Houston
AMERICAN LEGION
Nonprofit Organization·Charleroi
AMERICAN LEGION 0793 CECIL
Nonprofit Organization·CECIL
AMERICAN LEGION 253 CANONSBURG
Nonprofit Organization·Canonsburg
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Charleroi
AMERICAN LEGION AUXILIARY
Nonprofit Organization·MARIANNA
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Roscoe
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Claysville
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Bentleyville
AMERICAN LEGION AUXILIARY
Nonprofit Organization·FREDERICKTOWN
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Donora
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Canonsburg
AMERICAN LEGION AUXILIARY
Nonprofit Organization·California
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Canonsburg
AMERICAN LEGION AUXILIARY
Nonprofit Organization·TAYLORSTOWN
AMERICAN LEGION AUXILIARY 705
Nonprofit Organization·Fredericktown
American Legion Club of Charleroi
Nonprofit Organization·Charleroi
American Legion Hanson Cole Post 391
Nonprofit Organization·Fredericktown
American Legion Post #302 Frank Dow
Nonprofit Organization·Monongahela
American Legion Post 705 Hancock-McCune-Horne Inc
Nonprofit Organization·Fredericktown
American Legion Roscoe Post 801
Nonprofit Organization·Roscoe
AMERICAN OIL & GAS ALLIANCE
Nonprofit Organization·Canonsburg
AMERICAN POSTAL WORKERS UNION
Nonprofit Organization·SLOVAN
AMVETS
Nonprofit Organization·CANONSBURG
Amwell Township Historical Society
Nonprofit Organization·Amity
AMWELL TOWNSHIP VOLUNTEER FIRE COMPANY
Nonprofit Organization·AMITY
ANAWANNA HUNTING & FISHING CLUB INC
Nonprofit Organization·AMITY
A P DELSANDRO MEMORIAL FUND
Nonprofit Organization·DONORA