STEEL TOWER INVESTMENTS
Latest filing: Mar 28, 2025 (103 days ago)
AUM
$300,696,399
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
5
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
PITTSBURGH, PA
444 LIBERTY AVENUE, PITTSBURGH, PA, UNITED STATES, 15222
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 12 | $0.0 |
| Average Individual AUM | $204,613 | |
| HNW | 31 | $0.2 |
| Average HNW AUM | $8,041,061 | |
| Retail Total | 43 | $0.3 |
| Average Retail AUM | $5,854,145 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.1 |
| NATIONAL ADVISOR TRUST COMPANY | KANSAS CITY-MO-USA | $0.0 |
| COMERICA SECURITIES,INC. | DETROIT-MI-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 48% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 21% | $0.1 |
| Municipal | 3% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 4% | $0.0 |
| HY Credit | 1% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 9% | $0.0 |
| Other Pools | 1% | $0.0 |
| Cash | 13% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
| No control persons found |
ADVDB.CO • SOURCE: SEC
Representatives
4 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ELIZABETH URISH | PITTSBURGH | PA | S63|2008-09-19|S65|2013-07-27 | ||||||
| BRADFORD HESS | PITTSBURGH | PA | S65|2016-07-29|S63|2021-11-12 | CERTIFIED FINANCIAL PLANNER | |||||
| KENNETH URISH | PITTSBURGH | PA | |||||||
| SAUNDRA GIBSON GENONI | PITTSBURGH | PA | S63|1995-12-19|S65|1996-01-04 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.3 | $0.0 | 0% | 5 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 5 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| PA, PA-06/18/2024 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV