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Markson A Richard (Pittsburgh)


Markson A Richard is a large advisory firm based in Pittsburgh. It manages $55.68 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.




Markson A Richard provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Markson A Richard: assets under management

The assets under management (AUM) of Markson A Richard is $55.68 million. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $22.3 million in discretionary accounts and $33.38 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $22.3 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.56 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Markson A Richard for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Pittsburgh

The principal office where Markson A Richard performs its advisory services is located at 366 Newburn Dr, Pittsburgh, PA 15216, 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 412-561-0434 or by fax 412-561-0434. The normal business hours are 9am-5pm on Other.


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