Ahmiel Baum
Ahmiel Baum is a CFP-designated registered investment advisor at Interchange Capital Partners, based in Pittsburgh, PA, with 46 years of industry experience. Ahmiel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 204 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Interchange Capital Partners offers investment management services for an annual fee based on the amount of assets managed. The management fee will not exceed 2.75% per year. The annual fee is charged quarterly, in advance, based on the market value of the assets being managed. Fees are negotiable and depend on the size and composition of a client's portfolio and the type of services rendered. Interchange Capital Partners may negotiate a different fee rate for certain client holdings.
Location
301 Grant Street, Suite 3550, Pittsburgh, PA, 15219
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2005Regulatory
March 1999Customer Dispute
January 1998Customer Dispute
November 1987Other Business ActivitiesSells Insurance
Ahmiel is a committee member for the United Jewish Federation Investment Committee, dedicating minimal time. He is also an independent licensed insurance agent since 1980, chairman of the Jewish Community Foundation, and owner/founder of Melbee, LLC, an e-commerce company.
Employment History
Current Registrations
Interchange Capital Partners
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.