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Key people at Allegheny Financial Group.
Allegheny Financial Group is an SEC-registered investment advisory firm providing comprehensive financial planning and wealth management. The firm offers personalized guidance for wealth protection, retirement preparation, and legacy planning. They craft tailored financial plans and actively manage investments, including a rigorous selection process for fund managers.
Co-founders James D. Hohman and James J. Browne established the company in 1976 as a fee-based financial planning firm. Their insight focused on integrated financial advice. A broker-dealer division was added in 1977, enhancing access to diverse financial products and services and fostering professional collaboration.
Serving individuals and families, Allegheny Financial Group helps clients achieve their financial goals through client-centered strategies. The firm’s vision builds, protects, and transfers generational wealth. It aims to empower clients with financial confidence, securing long-term objectives and lasting legacies.
Key people at Allegheny Financial Group.
Allegheny Financial Group has 2 tracked investments across 2 companies. The latest tracked deal is $2.6M Seed in Community Capital Technology in July 2021.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Jul 18, 2021 | Community Capital Technology | $2.6M Seed | Naples Technology Ventures | 412 Venture Fund |
| Oct 1, 2017 | Visterra | $24.0M Series C | — | Access Biotechnology, Atlas Venture, GE Ventures, InterWest, Wildcat Ventures, Alexandria Venture Investments, Bill & Melinda Gates Foundation, CTI Life Sciences Fund, Cycad Group, Flagship Pioneering, MRL Ventures Fund, Omega Funds, Polaris Partners, Serum Institute OF India, Temasek |
