Parker/Hunter Incorporated (Pittsburgh)

Name: Parker/Hunter Incorporated
Address: 600 Grant Street 31 St Fl, Pittsburgh, PA, 15219 2784
Telephone: 412-562-8000

Parker/Hunter Incorporated is a large advisory firm based in Pittsburgh. It manages $468.54 million of regulatory assets for 391 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Ohio, Pennsylvania, and 3 other states.

Parker/Hunter Incorporated provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Parker/Hunter Incorporated: assets under management

The assets under management (AUM) of Parker/Hunter Incorporated is $468.54 million. The firm's AUM has grown by 102% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $425.23 million in discretionary accounts and $43.31 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.09 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Parker/Hunter Incorporated for their services and products based on a percentage of assets under management, 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.

Careers at Parker/Hunter Incorporated

William R Newlin has been acting as President since 1 Jan 1995. Robert William Kampmeinert joined the executive team most recently as the President, & Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Whitla Braham	Senior vice president, director	1 Nov 1969	Other	28606
Robert William Kampmeinert	Chairman, president, & chief executive officer	1 Jan 1973	Other	263678
Charles Lynn Simon	Senior vp, director	1 May 1974	Other	424513
Parker/Hunter Incorporated	Employee stock ownership plan	1 Sep 1975	25% - 50%	25-1537663
Alberta Spernak Klepper	Sr. vp, crop, srop	1 Oct 1980	Other	734611
Boyd Snodgrass Murray	Sr. vp, director	1 Oct 1994	Other	343532
William R Newlin	Director	1 Jan 1995	Other	2594648
Craig Alan Wolfanger	Sr. vp, director	1 Jan 1997	Other	1777057
Craig Alan Wolfanger	Sr. vp, director	1 Jan 1999	Other	1777057
John Patrick Meegan	Sr. vp, director, chief financial officer	1 Jan 1999	Other	1649825
Jay Warren Lewis	Senior vp, chief counsel, chief compliance officer	1 Jun 1999	Other	1367819
Robert Spittal Iii Mcculloch	Senior vice president, director	1 Jan 2000	Other	730963
Stephen Anton Peters	Senior vice president, director	1 Jan 2003	Other	361118
Bradley Nelson Dinger	Senior vp, chief finanacial officer	1 Jun 2004	Other	4768454
Robert William Kampmeinert	President, & director	1 Mar 2005	Other	263678
Janney Montgomery Scott Llc	Sole shareholder	1 Mar 2005	75% - 100%	463
James William Wolitarsky	Ceo and chairman	1 Mar 2005	Other	1535038
Howard Bruce Scherer	Director	1 Mar 2005	Other	1235668
Mark Douglas Knott	Director	1 Mar 2005	Other	1113034
Jerome Francis Jr Lombard	Director	1 Mar 2005	Other	1066832

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Independence Square Properties Llc	Sole member	1 Jul 1982	75% - 100%	23-1918844
The Penn Mutual Life Insurance Company	Shareholder	1 Aug 1999	75% - 100%	23-0952300

Based in Pittsburgh

The principal office where Parker/Hunter Incorporated performs its advisory services is located at 600 Grant Street 31 St Fl, Pittsburgh, PA 15219 2784, 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 412-562-8000 or by fax 412-562-8291. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.parkerhunter.com.