Unclaimed Profile

Jamie Robert Eisner

HIRTLE, CALLAGHAN & CO., LLC·WEST CONSHOHOCKEN, Pennsylvania

Clean recordHIRTLE, CALLAGHAN & CO., LLC

300 BARR HARBOR DRIVE, WEST CONSHOHOCKEN, PA 19428-2998CRD# 7041895Firm CRD# 105403

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jamie Robert Eisner · WEST CONSHOHOCKEN, PA

Registration

CRD #7041895 · HIRTLE, CALLAGHAN & CO., LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jamie Robert Eisner is a registered financial advisor based in WEST CONSHOHOCKEN, Pennsylvania, affiliated with HIRTLE, CALLAGHAN & CO., LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

HIRTLE, CALLAGHAN & CO., LLC

AUM

$19.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at HIRTLE, CALLAGHAN & CO., LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7041895

Firm CRD# 105403

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jamie Robert Eisner offer?

Jamie Robert Eisner specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WEST CONSHOHOCKEN, Pennsylvania for a consultation.

What are Jamie Robert Eisner's credentials?

Jamie Robert Eisner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jamie Robert Eisner located?

Jamie Robert Eisner is based in WEST CONSHOHOCKEN, Pennsylvania, working with HIRTLE, CALLAGHAN & CO., LLC. Their office serves clients in the WEST CONSHOHOCKEN metropolitan area and surrounding communities.

How does Jamie Robert Eisner charge for services?

Jamie Robert Eisner's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HIRTLE, CALLAGHAN & CO., LLC?

HIRTLE, CALLAGHAN & CO., LLC has approximately 93 employees and manages $19.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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