HIRTLE, CALLAGHAN & CO., LLC

WEST CONSHOHOCKEN, Pennsylvania·15 registered advisors·CRD# 105403
SEC# 801-326887610-828-7200
01

Firm Overview

AUM
$19.2B
Regulatory assets under management
Employees
93
Total firm employees
Advisors
15
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 ManagementRetirement PlanningWealth Management
04

Advisors at HIRTLE, CALLAGHAN & CO., LLC

15 registered advisors
Alexander Formariz
WEST CONSHOHOCKEN, Pennsylvania
Colette Lapinski Bergman
WEST CONSHOHOCKEN, Pennsylvania
Deborah Jr Hirtle
WEST CONSHOHOCKEN, Pennsylvania
Dierk Allen Flemming
WEST CONSHOHOCKEN, Pennsylvania
Erica Evans Gioffre
WEST CONSHOHOCKEN, Pennsylvania
Garrett Rodgers Wilson
WEST CONSHOHOCKEN, Pennsylvania
Geoffrey Allan Trzepacz
WEST CONSHOHOCKEN, Pennsylvania
Jamie Robert Eisner
WEST CONSHOHOCKEN, Pennsylvania
Jonathan Jacob Hirtle
WEST CONSHOHOCKEN, Pennsylvania
Mark Alan Hamilton
WEST CONSHOHOCKEN, Pennsylvania
Pamela Dyan Rubenstein
WEST CONSHOHOCKEN, Pennsylvania
Ranjani Hopkins Nagaswami
WEST CONSHOHOCKEN, Pennsylvania
Steven Marc Tuttleman
WEST CONSHOHOCKEN, Pennsylvania
Susan H. Mcevoy
WEST CONSHOHOCKEN, Pennsylvania
Terence Bradley Conger
WEST CONSHOHOCKEN, Pennsylvania
05

Office Locations

WEST CONSHOHOCKEN, Pennsylvania
15 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.