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).
-
Total Assets Under Management19,228MILLION
-
Total Number of Accounts1,844ACCOUNTS
-
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
Andrew Ramsey (CRD# 6411960) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 8 years of experience in the finance industry.
Paul Shaffer (CRD# 6039164) 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.
Thomas Spano (CRD# 4824109) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 19 years of experience in the finance industry.
Paul Staab (CRD# 7053906) 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.
Christopher Valerio (CRD# 2187222) 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.
Alan Weissberger (CRD# 6063713) 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.
Garrett Wilson (CRD# 5378505) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 16 years of experience in the finance industry.
Lorraine Zysk (CRD# 6975493) 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.
Adam Bergen (CRD# 7478162) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 2 years of experience in the finance industry.
John Bozzone (CRD# 7350645) 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.