Berkowitz, Pierchalski Inc. (Pittsburgh)

Name: Berkowitz, Pierchalski Inc.
Address: 3 Ppg Place Suite 500, Pittsburgh, PA, 15222 5403
Telephone: 412-227-3747

Berkowitz, Pierchalski Inc. is a large advisory firm based in Pittsburgh. It manages $62 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Iowa, Ohio, Pennsylvania, and West Virginia.

Berkowitz, Pierchalski provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Berkowitz, Pierchalski: assets under management

The assets under management (AUM) of Berkowitz, Pierchalski Inc. is $62 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $442.86 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Berkowitz, Pierchalski Inc. for their services and products based on a percentage of assets under management and hourly charges. 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 Berkowitz, Pierchalski Inc.

William Richard Berkowitz has been acting as President since 1 Dec 1985. Robert Alexander Unkovic joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Richard Berkowitz	President	1 Dec 1985	25% - 50%	19518
Rick Eugene Pierchalski	Secretary / treasurer	1 Dec 1985	25% - 50%	818958
Robert Alexander Unkovic	Vice president	1 Aug 1998	25% - 50%	1345036

Based in Pittsburgh

The principal office where Berkowitz, Pierchalski Inc. performs its advisory services is located at 3 Ppg Place Suite 500, Pittsburgh, PA 15222 5403, 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 412-227-3747 or by fax 412-227-4330. 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 www.equitycap.com.