Monongahela Capital Management Inc. (Pittsburgh)

Name: Monongahela Capital Management Inc.
Address: 7 Wood Street, Pittsburgh, PA, 15222
Telephone: 412-281-1940

Monongahela Capital Management Inc. is a large advisory firm based in Pittsburgh. It manages $28.55 million of regulatory assets for 80 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of New York and Pennsylvania.

Monongahela Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Monongahela Capital Management: assets under management

The assets under management (AUM) of Monongahela Capital Management Inc. is $28.55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $28.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $356.89 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Monongahela Capital Management Inc. for their services and products based on a percentage of assets under management. 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.

Careers at Monongahela Capital Management Inc.

Mark Rodgers has been acting as President since 1 Apr 1985. Gary Rodgers joined the executive team most recently as the Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Rodgers	President	1 Apr 1985	50% - 75%	865696
Gary Rodgers	Ceo	1 Apr 1985	50% - 75%	1043217

Based in Pittsburgh

The principal office where Monongahela Capital Management Inc. performs its advisory services is located at 7 Wood Street, Pittsburgh, PA 15222, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 412-281-1940 or by fax 412-281-1943. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at www.rodgersbrothers.com.