Allegheny Financial Group
Allegheny Financial Group, and it's affiliate Allegheny Investments, is an independent financial planning and investment management firm. Allegheny was established in 1976 and currently manages over $3.0b in assets for clients throughout the US. Alleghey operates as a privately held, independent firm with 11 principal owners. All the principals are accredited as Certified Financial Planner Practitioners. Allegheny has built a platform of invaluable resources for like-minded, comprehensive advisors. Our platform comprises intellectual resources, technological resources, and operational resources. Because no advisor is an expert in every discipline, Allegheny provides resources that each advisor can tap to the extent needed. These resources free time for you and your staff, letting you spend more time on revenue-producing priorities.
| FIRM PRODUCT MIX |
| Mutual Fund |
40
% |
EIA |
0
% |
| Variable Annuity |
10
% |
Life Insurance |
2
% |
| Advisory / Fee based |
35
% |
IPO |
0
% |
| VUL |
1
% |
Municipal |
0
% |
| Equity |
3
% |
LP / DPP |
3
% |
| Fixed Income |
1
% |
REIT |
4
% |
| Fixed Annuity |
1
% |
|
|
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