Bpu Investment Management, Inc. is a large advisory firm based in Pittsburgh. It manages $517.12 million of regulatory assets for 1,932 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, Arkansas, California, and 23 other states.
Bpu Investment Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bpu Investment Management, Inc. is $517.12 million. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bpu Investment Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Bpu Investment Management is high net worth individuals with 116 clients and $316.38 million of assets under management. Among the 12 most similar advisory firms, Bpu Investment Management has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $517.12 million for 952 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Bpu Investment Management doesn't advise any private funds.
The company employs 24 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 18 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Bpu Investment Management, Inc. is owned by Rick Eugene Pierchalski. Daniel Leyland Unkovic joined the executive team most recently as the Chief Operations Officer.
The principal office where Bpu Investment Management, Inc. performs its advisory services is located at One Oxford Center, Pittsburgh, PA 15219, which is also the mailing address of the firm. An additional office of the firm is in Greensburg, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 1-800-822-6585 or by fax 412-288-9180. The normal business hours are 8:30 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at bpuinvestments.com.