Pipich Boucek Partners, LLC (Pittsburgh)


Pipich Boucek Partners, LLC is a large advisory firm based in Pittsburgh. It manages $568.97 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Pennsylvania.

Pipich Boucek Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pipich Boucek Partners: assets under management

The assets under management (AUM) of Pipich Boucek Partners, LLC is $568.97 million. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $69.81 million in discretionary accounts and $499.16 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.45 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $33.28 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pipich Boucek Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. 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.

Based in Pittsburgh

The principal office where Pipich Boucek Partners, LLC performs its advisory services is located at 110 Roessler Rd, Pittsburgh, PA 15220, 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 412-341-2349 or by fax 412-341-2542. The normal business hours are 9:00 a.m. to 5:30 p.m. on Monday - Friday.