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HIRTLE, CALLAGHAN & CO., LLC
WEST CONSHOHOCKEN, PA
610-828-7200
SEC #801-32688Total AUM
$25.4B
Employees
94Clients
1,791Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
300 BARR HARBOR DRIVE
FIFTH FLOOR
WEST CONSHOHOCKEN
PA 19428-2998
United States
FIFTH FLOOR
WEST CONSHOHOCKEN
PA 19428-2998
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Monday - Friday
Phone
610-828-7200
Other Offices
6
Financials
Total AUM
$25.4B
Accounts
1,739Discretionary
$24.4B
Accounts
1,726Non-Discretionary
$968M
Accounts
13
Clients
Individual Clients
895AUM
$232.9M
HNW Individual Clients
559AUM
$4.8B
Investment Company Clients
14AUM
$10.6B
Pooled Vehicle Clients
38AUM
$5.4B
Pension/Profit Sharing Plan Clients
21AUM
$227.5M
Charitable Organization Clients
123AUM
$1.5B
Insurance Company Clients
2AUM
$88M
Corporation or Business Clients
132AUM
$1.8B
Other Clients
7AUM
$700.7M
Description of Other Clients
HEALTHCARE
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCDEFLGAIDILKSKYLAMAMDMEMIMNNCNHNJNVNYOHOKORPASCTNTXUTVAWAWV
Affiliates
Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.