Bill Few Associates, Inc. (Pittsburgh)

Name: Bill Few Associates, Inc.
Address: 107 Mt. Nebo Pointe, Pittsburgh, PA, 15237
Telephone: 412 630-6000

Bill Few Associates, Inc. is a large advisory firm based in Pittsburgh. It manages $947.73 million of regulatory assets for 3,257 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 29 other states.

Bill Few Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bill Few Associates: assets under management

The assets under management (AUM) of Bill Few Associates, Inc. is $947.73 million. The firm's AUM has grown by 53% since the beginning of its operation, and $2.45 million of the total AUM is attributable to clients outside of the United States.

The firm manages $711.2 million in discretionary accounts and $236.53 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $292.31 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $287.06 thousand.

Investments

The firm invests in investment and business development companies the most. They account for 82% of the total AUM. The second-largest asset type is exchange traded securities, which make up 13% of the firm’s portfolio. Investments in cash and cash equivalents form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bill Few Associates, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Kenneth James Como serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Kenneth James Como is individuals with 1,638 clients and $897.09 million of assets under management. Among the 11 most similar advisory firms, Bill Few Associates has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $946.39 million for 1,643 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.

Bill Few Associates doesn't advise any private funds.

Careers at Bill Few Associates, Inc.

The company employs 30 people that are either part- or full-time employees. 93 percent of the employees work as investment advisers or researchers. 26 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.

Kenneth James Como has been acting as President since 1 Jul 2001. John Robeno Brown joined the executive team most recently as the Chairman Emeritus.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Everett Few	Chief executive officer, director	1 Jan 1987	25% - 50%	207065
John Robeno Brown	Executive vice president, director	1 Aug 1988	Other	1874652
William Timothy Few	President, chief operating officer, director	1 Aug 1989	Other	2002934
Joseph Anthony Scarpo	Executive vice president, director	1 Apr 1994	Other	2165120
Stuart Marc Miller	Executive vice pesident, director	1 Apr 1994	Other	719571
Thomas Allen Few	Executive vice president, director	1 Aug 1996	Other	2703292
Jeffrey Marzina	Vice president, director	1 Sep 1996	Other	1897998
John Edward Jones	Vice president, chief financial officer	1 May 1998	Other	2363024
Michael Kent Kauffelt	Executivevice president, chief investment officer	1 May 1998	Other	2315161
John Martin Schneider	Vice president, director	1 May 1999	Other	2360548
Barbara Louise Perfetta	Shareholder	1 Jan 2000	Other	1198849
Joseph Anthony Jr Scarpo	Chief executive officer, director	1 Jun 2001	Other	2165120
John Martin Schneider	President, director	1 Jun 2001	Other	2360548
Michael Kent Kauffelt	President, ceo, director	1 Jul 2001	Other	2315161
John Edward Jones	Cfo, coo, chief compliance officer, director	1 Jul 2001	Other	2363024
Kenneth James Como	Director	1 Jul 2001	Other	1787447
Jeffry Marzina	Director	1 Jul 2001	Other	1897998
Inc. Bill Few Financial Group	Sole shareholder	1 Jul 2001	75% - 100%	25-1891057
John Edward Jr Jones	Secretary, chief operating officer, director, cfo	1 Jul 2001	Other	2363024
Stuart Marc Miller	Director	1 Jul 2001	Other	719571
John Robeno Iii Brown	Director	1 Jul 2001	Other	1874652
Bill Few Incorporated	Sole shareholder	1 Jul 2001	75% - 100%	25-1891057
Michael Kent Ii Kauffelt	Cio, srop, director	1 Feb 2002	Other	2315161
John Robeno Brown	Chairman emeritus	1 Jan 2003	Other	1874652

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Michael Kent Ii Kauffelt	Shareholder	1 Jul 2001	Other	2315161
John Martin Schneider	Shareholder	1 Jul 2001	Other	2360548
Joseph Anthony Jr Scarpo	Shareholder	1 Jul 2001	Other	2165120
William Everett Jr Few	Shareholder	1 Jul 2001	25% - 50%	207065
Thomas Allen Few	Shareholder	1 Jul 2001	Other	2703292
William Timothy Few	Shareholder	1 Jul 2001	Other	2002934
John Robeno Brown	Shareholder, director	1 Jul 2001	Other	1874652
Joseph Anthony Scarpo	Shareholder, director	1 Jul 2001	Other	2165120

Based in Pittsburgh

The principal office where Bill Few Associates, Inc. performs its advisory services is located at 107 Mt. Nebo Pointe, Pittsburgh, PA 15237, which is also the mailing address of the firm. An additional office of the firm is in Greensburg, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 412 630-6000 or by fax 412 630-6001. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at billfew.com.