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
Michael Casey (CRD# 7524212) 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 Colapinto (CRD# 7858584) 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.
John D'anna (CRD# 5674341) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 3 years of experience in the finance industry.
John Fabie (CRD# 1633210) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 36 years of experience in the finance industry.
David Henkel (CRD# 4682881) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in Beachwood, OH and has over 20 years of experience in the finance industry.
Kyle Jorgensen (CRD# 7348904) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.
Kristofer Kelleher (CRD# 4367615) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 22 years of experience in the finance industry.
Matthew Madel (CRD# 7229333) 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.
Denise McClain (CRD# 7402010) 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.
Daniel Miller (CRD# 4879303) 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.