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HEFREN-TILLOTSON, INC.
PITTSBURGH, PA
412-434-0990
SEC #801-55083Total AUM
$12.4B
Employees
273Clients
13,280Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
308 SEVENTH AVE
PITTSBURGH
PA 15222
United States
PITTSBURGH
PA 15222
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
412-434-0990
Other Offices
6
Financials
Total AUM
$12.4B
Accounts
30,861Discretionary
$7.1B
Accounts
17,298Non-Discretionary
$5.3B
Accounts
13,563
Clients
Individual Clients
8,936AUM
$3.7B
HNW Individual Clients
4,160AUM
$8.3B
Pension/Profit Sharing Plan Clients
60AUM
$99.9M
Charitable Organization Clients
67AUM
$146.6M
Government Entity Clients
9AUM
$100.3M
Corporation or Business Clients
48AUM
$68.4M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Court Violation FindingOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.