Investment adviser · CRD 125216
BILKEYKATZ INVESTMENT CONSULTANTS
Investment adviser filing (IA)
BILKEYKATZ INVESTMENT CONSULTANTS, INC.
PITTSBURGH, PA, United States · Form ADV filed Mar 21, 2025
- Employees
- 8 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 7 | $0 | Not reported |
| Banks & thrifts | Fewer than 5 | Not reported | Not reported |
| Retirement plans | 12 | $0 | Not reported |
| Charities | 16 | $0 | Not reported |
Filing source
Form ADV 1960218 · Mar 21, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 21, 2025. View historical filings
Reported services
Pension consulting · Selection of other advisers
Compensation
Hourly · Fixed
Principal office
411 SEVENTH AVENUE, SUITE 1425PITTSBURGH, PA, 15219-1905, United States
CRD 125216
Filing source
Form ADV 1960218 · Mar 21, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.