Guyasuta Investment Advisors, Incorporated is a large advisory firm based in Pittsburgh. It manages $1.31 billion of regulatory assets for 1,062 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Georgia, Pennsylvania, and Texas.
Guyasuta Investment Advisors, Incorporated provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Guyasuta Investment Advisors, Incorporated is $1.31 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 202% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Guyasuta Investment Advisors, Incorporated for their services and products based on a percentage of assets under management and fixed 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.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Nancy Bradshaw Foster is high net worth individuals with 258 clients and $1.1 billion of assets under management. Among the 8 most similar advisory firms, Guyasuta Investment Advisors, Incorporated has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.31 billion for 355 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Guyasuta Investment Advisors, Incorporated doesn't advise any private funds.
The company employs 14 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. 12 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Nancy Bradshaw Foster has been acting as President since 1 Feb 2017. Richard Baton Meyer joined the executive team most recently as the Vice Chairman.
The principal office where Guyasuta Investment Advisors, Incorporated performs its advisory services is located at 285 Kappa Drive, Pittsburgh, PA 15238, which is also the mailing address of the firm. An additional office of the firm is in Bryn Mawr, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 412-447-4560 or by fax 412-447-4579. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at guyasuta.com.