Trebuchet Consulting, LLC (Pittsburgh)

Name: Trebuchet Consulting, LLC
Address: 313 Castle Shannon Blvd., Pittsburgh, PA, 15234
Telephone: 412-388-0715

Trebuchet Consulting, LLC is a large advisory firm based in Pittsburgh. It manages $288.88 million of regulatory assets for 421 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Florida, Georgia, and 13 other states.

Trebuchet Consulting provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Trebuchet Consulting: assets under management

The assets under management (AUM) of Trebuchet Consulting, LLC is $288.88 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in exchange traded securities the most. They account for 44% of the total AUM. The second-largest asset type is investment and business development companies, which make up 43% of the firm’s portfolio. Investments in cash and cash equivalents form 12% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trebuchet Consulting, LLC for their services and products based on a percentage of assets under management, 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 Trebuchet Consulting serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Trebuchet Consulting is high net worth individuals with 78 clients and $243.57 million of assets under management. Among the 10 most similar advisory firms, Trebuchet Consulting has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $277.61 million for 175 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Trebuchet Consulting doesn't advise any private funds.

Careers at Trebuchet Consulting, LLC

The company employs 7 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 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
John Patrick Krolikowski	Ceo, cco, managing member	1 Jul 2006	75% - 100%	1355485

Based in Pittsburgh

The principal office where Trebuchet Consulting, LLC performs its advisory services is located at 313 Castle Shannon Blvd., Pittsburgh, PA 15234, 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 412-388-0715 or by fax 412-388-0719. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at trebuchetconsultingllc.com.