John Griffith, financial advisor West Conshohocken PA
87 score

John Griffith

CRD Number: 6394118
Current Firm: Hirtle, Callaghan & Company, LLC

John Griffith (CRD# 6394118) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Hirtle Callaghan & Company LLC W. Conshohocken, PA Jul 2014 - Current 2
Hirtle Callaghan & Company LLC W. Conshohocken, PA Mar 2014 - Jul 2014 < 1
Bryn Mawr College Bryn Mawr, PA Sep 2005 - Mar 2014 8

John Griffith has no recent exams reported.
Contact Info for John W. Griffith
Phone Number: 610-828-7200
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    24,500
    MILLIONS
  • Total Number of Accounts
    4,433
    ACCOUNTS
  • Average Account Value
    $5,526,818
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, VA, VT, WA, WI, WV

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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