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Hirtle, Callaghan & CO., LLC

Headquartered in WEST CONSHOHOCKEN, PA

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Firm Information

Hirtle, Callaghan & CO., LLC is an investment advisor based in WEST CONSHOHOCKEN, PA with approximately $19.23 billion in regulatory assets under management. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisors. Their client base includes high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, and insurance companies. The firm has been in business since 1988.

Hirtle, Callaghan & CO., LLC

300 BARR HARBOR DRIVE

WEST CONSHOHOCKEN, PA 19428-2998

$19.23B

Assets Under Management

Not reported

Total Clients

43

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (9)

HIRTLE, CALLAGHAN & CO., LLC has a total of 9 branch locations across the country.
location

Denver, CO

location

Houston, TX

location

Scottsdale, AZ

location

WEST CONSHOHOCKEN, PA

location

Minneapolis, MN

location

WEST CONSHOHOCKENT, PA

location

Pittsburgh, PA

location

Beachwood, OH

location

Chicago, IL

Advisors at Hirtle, Callaghan & CO., LLC

View All 43 Advisors
Unclaimed
Brian Gilchrist Ilsley

CFP®, RA

WEST CONSHOHOCKEN, PA

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Unclaimed
Nicholas Joseph Fazzie

RA

WEST CONSHOHOCKEN, PA

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Unclaimed
Mark Joseph Bagley

RA

WEST CONSHOHOCKEN, PA

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Unclaimed
Kyle Christopher Jorgensen

CFA®, RA

Minneapolis, MN

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Unclaimed
Susan H. McEvoy

RA

WEST CONSHOHOCKEN, PA

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Unclaimed
John Michael Bozzone

RA

WEST CONSHOHOCKEN, PA

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Unclaimed
Alan E. Weissberger

RA

WEST CONSHOHOCKEN, PA

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Unclaimed
John Wheaton Griffith

RA

WEST CONSHOHOCKEN, PA

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Disclosures

There are no public disclosures for Hirtle, Callaghan & CO., LLC.

Frequently Asked Questions (7)

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