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The Coury Firm
Pittsburgh, Pennsylvania
4.2
6 Reviews
The Coury Firm, based out of Pittsburgh, PA, is a renowned local investment advisory firm specializing in providing exceptional financial services to its clients. With a dedicated team of 19 employees, including 13 experienced professionals offering investment advisory services, The Coury Firm stands out in the industry. Their impressive average of approximately $280,010,000 in assets under management per investment advisor surpasses the industry average, reflecting their expertise and success in managing clients' investments.
The firm's compensation structure is designed to align their interests with their clients, incorporating...see more
Assets Under Mgmt
$997.02M
Investment Professionals
13
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
- Performance-based fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other: ADVICE ON MATTERS NOT INVOLVING SECURITIES. SEE PART 1 SECTION 6.B.(3)
Other Business Activities
- Commodity pool operator or commodity trading advisor (whether registered or exempt from registration)
Reviews for The Coury Firm
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