AB
CFP

Ahmiel Eliezer Baum

Interchange Capital Partners
45 Years of Experience
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View SEC Summary

Firm Information

Interchange Capital Partners
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
204 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$595.9M

Fee Structure

Financial Plan Fee:$12,000 - $120,000

Financial planning fees range from $12,000 to $120,000, while business consulting fees range from $15,000 to $50,000 for initial services and $12,000 to $100,000 per quarter thereafter. These fees are negotiable. The firm charges an annual fee for investment management services based on assets under management, not exceeding 2.75%.

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Areas of Practice
Investment ManagementFinancial Planning & Coaching

Advisor Information

Office location

301 Grant Street, Suite 3550, Pittsburgh, PA, 15219

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Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2005
Denied
Regulatory
March 1999
Final
Customer Dispute
January 1998
Settled
Customer Dispute
November 1987
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
June 2020 - Present · 5 yrs 7 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2020 - May 2022 · 1 yr 11 mos
UBS Financial Services INC.
April 1993 - July 2020 · 27 yrs 3 mos
UBS Financial Services INC. Broker
April 1993 - July 2020 · 27 yrs 3 mos
Lehman Brothers INC.Broker
April 1988 - April 1993 · 5 yrs
E. F. Hutton & Company INCBroker
January 1980 - April 1988 · 8 yrs 3 mos
State Registrations3 states
FLPATX
Advisor
Exams
No exam information available for this advisor.