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HIRTLE, CALLAGHAN & CO., LLC
HIRTLE, CALLAGHAN & CO., LLC
WEST CONSHOHOCKEN, Pennsylvania
·
7 registered advisors
·
CRD# 105403
SEC# 801-32688
7
610-828-7200
01
Firm Overview
AUM
$19.2B
Regulatory assets under management
Employees
93
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at HIRTLE, CALLAGHAN & CO., LLC
7 registered advisors
Erica Evans Gioffre
WEST CONSHOHOCKEN, Pennsylvania
CRD# 2722532
Garrett Rodgers Wilson
WEST CONSHOHOCKEN, Pennsylvania
CRD# 5378505
Jonathan Jacob Hirtle
WEST CONSHOHOCKEN, Pennsylvania
CRD# 1076063
Mark Alan Hamilton
WEST CONSHOHOCKEN, Pennsylvania
CRD# 2526606
Ranjani Hopkins Nagaswami
WEST CONSHOHOCKEN, Pennsylvania
CRD# 2196536
Susan H. Mcevoy
WEST CONSHOHOCKEN, Pennsylvania
CRD# 5211449
Terence Bradley Conger
WEST CONSHOHOCKEN, Pennsylvania
CRD# 2249677
05
Office Locations
WEST CONSHOHOCKEN, Pennsylvania
7 advisors
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Data sourced from SEC Form ADV filings. HIRTLE, CALLAGHAN & CO., LLC (CRD# 105403) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.