Hirtle, Callaghan & Company, LLC
Hirtle, Callaghan & Company, LLC (CRD# 105403) is a financial advisory firm headquartered in West Conshohocken, PA. They manage $19,227,647,698 in 1,844 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management19,228MILLION
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Total Number of Accounts1,844ACCOUNTS
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Average Account Value$10,427,141
- A percentage of assets under your management
- Performance-based fees
- 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)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WV, WY
Thomas Austin (CRD# 5930423) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 11 years of experience in the finance industry.
Mark Bagley (CRD# 2925222) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 25 years of experience in the finance industry.
Terence Conger (CRD# 2249677) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 30 years of experience in the finance industry.
Robert Eberley (CRD# 1691510) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 13 years of experience in the finance industry.
Nicholas Fazzie (CRD# 5225240) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 17 years of experience in the finance industry.
Richard Fonash (CRD# 4705848) 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.
Erica Gioffre (CRD# 2722532) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 6 years of experience in the finance industry.
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.
William Hagan (CRD# 4689412) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 20 years of experience in the finance industry.
Jonathan Hirtle (CRD# 1076063) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 41 years of experience in the finance industry.