HEFREN-TILLOTSON, INC.

PITTSBURGH, Pennsylvania·8 registered advisors·CRD# 53
SEC# 801-550836412-434-0990
01

Firm Overview

AUM
$12.4B
Regulatory assets under management
Employees
273
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at HEFREN-TILLOTSON, INC.

8 registered advisors
Craig Arthur Tillotson
PITTSBURGH, Pennsylvania
Donald Mcghee Belt
PITTSBURGH, Pennsylvania
CFA
James Gerard Meredith
PITTSBURGH, Pennsylvania
PFS
John Patrick Meegan
PITTSBURGH, Pennsylvania
Joseph M Niesslein
PITTSBURGH, Pennsylvania
PFS
Kimberly Tillotson Fleming
PITTSBURGH, Pennsylvania
CFA
Paul Edward Taddeo
PITTSBURGH, Pennsylvania
Ralph Drew Kistler
PITTSBURGH, Pennsylvania
05

Office Locations

PITTSBURGH, Pennsylvania
8 advisors

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Data sourced from SEC Form ADV filings. HEFREN-TILLOTSON, INC. (CRD# 53) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.