Advisor at McDowell Associates Investments, LP
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
McDowell Associates Investments, LP
Location
Greensburg, PA 15601
Credentials
Series 65
Industry experience
10 years
Kenneth Trimbath is a financial advisor at McDowell Associates Investments, LP with 10 years of industry experience. He holds a Series 65 designation and has worked at Kattan Ferretti Financial L.P. since 2016 while also managing his own business since 2014. McDowell Associates Investments, LP provides investment supervisory services and financial planning primarily to individual and high-net-worth clients, as well as pension plans and pooled investment vehicles. The firm uses a long-term investment approach supported by charting, fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management tailored to each client’s Investment Policy Statement.
Based on McDowell Associates Investments, LP
Financial planning fees are based on fixed fees as documented in Exhibit II of the Financial Planning Agreement
$0 - $1,000,000: No greater than 1.5% $1,000,000+: Negotiable
Fee-only: Annual fees based on assets under management; fees are negotiable; additional 0.25% annual platform fee for proprietary active investment models
327 W. Pittsburgh Street
Greensburg, PA 15601
Pennsylvania
Kattan Ferretti Financial L.P.
2016 - Present (10 years)
Self Employed
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Mc Keesport, PA
Digiorgio Capital Management, Inc.
Series 63, Series 66
Greensburg, PA
Elle Investment Group LLC
CFP®, Series 65
Monroeville, PA
Rossi Financial Associates, Inc.
Series 66
Latrobe, PA
Rodino Wealth Management LLC
Series 65
Youngwood, PA
Advice & Planning Services LLC
Series 65
Delmont, PA
MacDougall Financial Counseling
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")