Steel Tower Investments

Updated today

Find your advisor

Client assets under management

$220,074,319

Clients

41% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$5,001,689

About

Steel Tower Investments provides discretionary and non-discretionary investment management, financial planning, selection of other advisers, and pension consulting to individuals (including high‑net‑worth clients), trusts and estates, corporations, retirement plans, and state or municipal entities. Services are tailored to each client and described in written agreements that govern ongoing monitoring and rebalancing.

The firm implements client strategies using customized portfolios, model portfolios, sub‑advisers, and managed account platforms, including a UMA program through Adhesion and Schwab-managed account options; optional tax‑overlay services are available for UMA clients. Investment vehicles may include mutual funds, ETFs, individual equities and debt, options, margin, alternative investments, and private funds accessed through iCapital, with periodic reviews and risk disclosures provided to clients.

Notable features in the brochure include support for institutional and offshore accounts via a custodial relationship with Comerica and a stated significant non‑U.S. client base, along with multiple corporate affiliations — including HBK Sorce Brokerage LLC (a broker‑dealer), HBK Sorce Insurance LLC (an insurance agency), affiliated accounting firms (e.g., Urish Popeck & Co.), and affiliated RIAs. The firm manages roughly $258.6 million for a relatively small client roster while operating with a small adviser team, a combination that, together with its brokerage, insurance, accounting affiliations and alternative‑investment access, differentiates it from many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Annuities Options & derivatives strategies Private / alternative investments

Fee options

Fixed

Financial planning fixed fees typically range from $500 to $20,000; ongoing consulting fixed annual fees start at $500.

Percentage

1.5% standard, up to 2%, negotiable and generally decreasing with asset size

Commissions

Commission-based transactions may be offered by IARs registered with third-party broker dealers separately; commissions are separate from advisory fees.

Project-based

Financial planning hourly fees range from $100 to $500 per hour.

Other

Fee-only: Investment management fees based on assets under management; Financial planning fees may be fixed, hourly, or percentage of assets under advisement.

Main office location

Steel Tower Investments

444 Liberty Avenue, Suite 1400

Pittsburgh PA 15222, United States

Number of offices

Most active in

Pennsylvania

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

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.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 412-586-2060

Advisors at this firm

Saundra G

Series 63, Series 65

Malvern, PA

Steel Tower Investments

Saundra Gibson Genoni is a financial advisor at Steel Tower Investments with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wick Capital Partners, Triad Hybrid Solutions, and Wells Fargo Advisors. Outside of advising, she owns a controlling interest in Cobra Black II, LLC, which provided a loan to a startup company in 2021. Steel Tower Investments serves individuals, trusts, corporations, retirement plans, and municipal entities, managing approximately $300.7 million across 43 clients. The firm offers customized portfolio management, financial planning, and pension consulting, utilizing both discretionary and non-discretionary services with access to various custodial platforms and alternative private funds.

Annuities Options & derivatives strategies Private / alternative investments

Bradford H

CFP®, Series 63, Series 65

Pittsburgh, PA

Steel Tower Investments

Bradford Hess is a CFP® with 11 years of industry experience, currently serving at Steel Tower Investments. His prior roles include positions at Levy Wealth Management Group, LPL Financial, Goldman Sachs, and Traust Sollus Wealth Management. He is also a licensed insurance agent in Philadelphia. Steel Tower Investments advises individuals, trusts, estates, corporations, retirement plans, and municipal entities, managing approximately $300.7 million for 43 clients. The firm offers customized portfolio management, financial planning, and pension consulting, utilizing both discretionary and non-discretionary services along with access to alternative private funds.

Annuities Options & derivatives strategies Private / alternative investments

Elizabeth U

Series 63, Series 65

Pittsburgh, PA

Steel Tower Investments

Elizabeth Urish is a financial advisor at Steel Tower Investments in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has worked at Up Strategic Wealth Investment Advisors, LLC since 2013. Steel Tower Investments serves individuals, trusts and estates, corporations, retirement plans, and municipal entities, managing approximately $300.7 million for 43 clients. The firm provides tailored investment advice through customized portfolios, model portfolios, sub-advisers, and unified managed account overlays, supported by a network of affiliated entities and third-party managers.

Annuities Options & derivatives strategies Private / alternative investments

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support