Bilkeykatz Investment Consultants, Inc. (Pittsburgh)

Name: Bilkeykatz Investment Consultants, Inc.
Address: 411 Seventh Avenue, Pittsburgh, PA, 15219 1905
Telephone: 412-803-9900

Bilkeykatz Investment Consultants, Inc. is a pension cosultant based in Pittsburgh. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Pennsylvania and Texas.

Bilkeykatz Investment Consultants provides pension consulting services, selection of other advisers, and investment consulting services for a private trust company and institutional pools of assets other than pension assets. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bilkeykatz Investment Consultants, Inc. for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bilkeykatz Investment Consultants serves?

The firm provides services to charitable organizations, high net worth individuals, banking or thrift institutions, and pension and profit sharing plans. The largest group of clients of Bilkeykatz Investment Consultants is charitable organizations with 17 clients and $0 of assets under management. Among the 2 most similar advisory firms, Bilkeykatz Investment Consultants has the highest percentage of charitable organizations out of all clients.

None of the firm’s clients are foreign persons or businesses.

Bilkeykatz Investment Consultants doesn't advise any private funds.

Careers at Bilkeykatz Investment Consultants, Inc.

The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jerry Edward Katz	Cfa; president; chairman of the board; director	1 Dec 2002	50% - 75%	1306945
Terrence Bilkey	Cfa; chairman of the board; treasurer	1 Dec 2002	50% - 75%	1019181
Elda Jean Bertan	Chief compliance officer	1 Apr 2004	Other	1385846
Darrin Keith Duda	Consultant	1 Jul 2007	Other	2165519
Darrin Keith Duda	Cfa; caia; secretary & treasurer; director	1 Mar 2012	50% - 75%	2165519
Patrick William Fisher	Cfa; caia; director	1 Mar 2016	25% - 50%	4324710
Darrin Keith Duda	Cfa; caia; aif®; president; director	1 Mar 2019	50% - 75%	2165519
Patrick William Fisher	Cfa; caia; secretary; treasurer; director	1 Mar 2019	50% - 75%	4324710

Based in Pittsburgh

The principal office where Bilkeykatz Investment Consultants, Inc. performs its advisory services is located at 411 Seventh Avenue, Pittsburgh, PA 15219 1905, 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 412-803-9900 or by fax 412-803-9994. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at bilkeykatz.com.