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 Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 218 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Fees are negotiable and will not exceed 2.75% per year.
Fee Estimator
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.
Exams
More Advisors
- Christopher Duerr, CFA, CFPInterchange Capital Partners
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- Peter Erin, CFAInterchange Capital Partners
- Brian Baum, CFPInterchange Capital Partners
- Ralph Boyd, CFPAllegheny Financial Group