Unclaimed Profile

Ranjani Hopkins Nagaswami

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

Clean recordHIRTLE, CALLAGHAN & CO., LLC

300 BARR HARBOR DRIVE, WEST CONSHOHOCKEN, PA 19428-2998CRD# 2196536Firm CRD# 105403

Profile Verification

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

Identity

Ranjani Hopkins Nagaswami · WEST CONSHOHOCKEN, PA

Registration

CRD #2196536 · HIRTLE, CALLAGHAN & CO., LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ranjani Hopkins Nagaswami 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

Speak with Ranjani

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ranjani is the right fit? Take our 2-minute quiz →

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# 2196536

Firm CRD# 105403

View on FINRA BrokerCheck →

Looking for a financial advisor in WEST CONSHOHOCKEN?

Browse all registered financial advisors in WEST CONSHOHOCKEN, Pennsylvania or claim this profile if it's yours.

Browse WEST CONSHOHOCKEN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ranjani Hopkins Nagaswami offer?

Ranjani Hopkins Nagaswami specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WEST CONSHOHOCKEN, Pennsylvania for a consultation.

What are Ranjani Hopkins Nagaswami's credentials?

Ranjani Hopkins Nagaswami is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ranjani Hopkins Nagaswami located?

Ranjani Hopkins Nagaswami 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 Ranjani Hopkins Nagaswami charge for services?

Ranjani Hopkins Nagaswami'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →