INTERCHANGE CAPITAL PARTNERS - Financial Advisor in Pennsylvania, Pittsburgh

Tel: 412-307-4230 301 Grant Street Suite 3550 Pittsburgh, Pennsylvania 15219

About INTERCHANGE CAPITAL PARTNERS

INTERCHANGE CAPITAL PARTNERS is a Pittsburgh, Pennsylvania based financial advisory firm with nearly $269,644,276 in assets under management and provides investment advisory services for 376 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:

309314

Firm SEC#:

801-118862

Assets Under Management:

$269,644,276

No. of Clients:

376

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection for other advisors, Other (BUSINESS CONSULTING SERVICES)

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based, Other (REFERRAL FEES)

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