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Statistical data regarding number of high net worth clients served, retirement plans managed, and states where we serve clients is as of December 31, 2020. The approximate assets under management figure presented above is as of December 31, 2020, and is inclusive of discretionary and non-discretionary assets managed by SDWMA Personal Financial Services and SD Retirement Solutions.
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One PPG Place, Suite 1700
Pittsburgh, PA 15222
sdwealthmanagement@schneiderdowns.com
p:412.697.5200
f:412.261.4876
65 East State Street, Suite 2000
Columbus, OH 43215
sdwealthmanagement@schneiderdowns.com
p:614.621.4060
f:614.621.4062
1660 International Drive
McLean, VA 22102
sdwealthmanagement@schneiderdowns.com
p:412.697.5200
f:412.261.4876