Allegheny Financial Group Ltd

Allegheny Financial Group, established in 1976 by James D. Hohman and James J. Browne, offers investment management and financial planning services. The firm is an SEC-registered investment adviser, with ownership by employee advisors Brandon Haynes and Jonathan Kuhn. Allegheny provides services tailored to individual client needs, including comprehensive portfolio management (PMA) and investment management services (IMA). Clients can choose discretionary or non-discretionary account supervision based on their goals, risk tolerance, and tax considerations. The firm does not have a minimum account size requirement. Fees for investment management services are generally based on a percentage of assets under management, with fees ranging from 0%-1% per annum. Allegheny typically recommends utilizing Fidelity Brokerage Services for custody and brokerage services. The firm does not have traditional soft-dollar arrangements but may receive economic benefits from financial institutions for client events. Allegheny does not vote proxies on behalf of clients and does not have custody of client funds or securities. The firm has no disciplinary events to report and provides financial information to ensure the ability to meet client commitments. Clients can engage in one-time or ongoing financial planning services, with fees negotiated on a flat, retainer, or hourly basis.