F.N.B. Investment Advisors Inc is a large advisory firm based in Pittsburgh. It manages $3.4 billion of regulatory assets for 199 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Florida, Maryland, North Carolina, and 4 other states.
F.N.B. Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of F.N.B. Investment Advisors Inc is $3.4 billion. The firm's AUM has grown by 435% since the beginning of its operation, and $723.41 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay F.N.B. Investment Advisors Inc 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, insurance companies, charitable organizations, high net worth individuals, banking or thrift institutions, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Frank R Kreider is corporations or other businesses with 48 clients and $419.14 million of assets under management. Among the 10 most similar advisory firms, F.N.B. Investment Advisors has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $1.08 billion for 197 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
F.N.B. Investment Advisors doesn't advise any private funds.
The company employs 40 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 21 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Frank R Kreider has been acting as President since 1 Sep 2005. Brandon David Miller joined the executive team most recently as the Chief Compliance Officer.
The principal office where F.N.B. Investment Advisors Inc performs its advisory services is located at One North Shore, Pittsburgh, PA 15212, which is also the mailing address of the firm. An additional office of the firm is in Hermitage, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 855-688-0001 or by fax 412-320-2022. The normal business hours are 8:00 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at fnbwealthmanagement.com.