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).

Current Firm Details
300 Barr Harbor Drive, Fifth Floor, West Conshohocken, PA 19428
http://www.hirtlecallaghan.com
By the Numbers
  • Total Assets Under Management
    19,228
    MILLION
  • Total Number of Accounts
    1,844
    ACCOUNTS
  • Average Account Value
    $10,427,141
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Hirtle, Callaghan & Company, LLC
Showing 41 - 46 of 46 top financial advisors.
41
Benjamin Park, financial advisor West Conshohocken PA
Benjamin K. Park
CRD#: 4914750
300 Barr Harbor Drive, Fifth Floor, West Conshohocken, PA 19428

Benjamin Park (CRD# 4914750) 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.

42
Nicholas Popolizio, financial advisor West Conshohocken PA
Nicholas J. Popolizio
CRD#: 6985773
300 Barr Harbor Drive, Fifth Floor, West Conshohocken, PA 19428

Nicholas Popolizio (CRD# 6985773) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 5 years of experience in the finance industry.

43
Rick Rentschler, financial advisor Scottsdale AZ
Rick O. Rentschler
CRD#: 3167997
7047 E. Greenway Parkway, Suite 250, Scottsdale, AZ 85254

Rick Rentschler (CRD# 3167997) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in Scottsdale, AZ and has over 24 years of experience in the finance industry.

44
Christopher Seidl, financial advisor West Conshohocken PA
Christopher Seidl
CRD#: 6897711
300 Barr Harbor Drive, Fifth Floor, West Conshohocken, PA 19428

Christopher Seidl (CRD# 6897711) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 5 years of experience in the finance industry.

45
Sameena Shakir, financial advisor West Conshohocken PA
Sameena Shakir
CRD#: 7710276
300 Barr Harbor Drive, Fifth Floor, West Conshohocken, PA 19428

Sameena Shakir (CRD# 7710276) 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.

46
Stephen Vaccaro, financial advisor West Conshohocken PA
Stephen Vaccaro
CRD#: 7172045
300 Barr Harbor Drive, Fifth Floor, West Conshohocken, PA 19428

Stephen Vaccaro (CRD# 7172045) 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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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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