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David Carl Henkel

Hirtle, Callaghan & CO., LLC

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About David Carl Henkel

David Henkel is a financial advisor with Hirtle, Callaghan & CO., LLC. David is a registered Investment Advisor Representative in Ohio and Pennsylvania and holds the Series 3, 7, 63, 65, and 30 licenses. David has experience working in the financial services industry since 2003.

Firm Information

David Henkel is currently registered with Hirtle, Callaghan & CO., LLC. 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.

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David Henkel’s Registration & Firm History

OH

08/26/2020 - Present

Hirtle, Callaghan & CO., LLC (Beachwood OH)

OH

07/19/2016 - 02/16/2018

INVERNESS SECURITIES, LLC (CLEVELAND OH)

NY

07/22/2003 - 03/09/2016

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/31/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/24/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/29/2020

Series 30 - NFA Branch Manager Examination

BC

Issued 12/19/2020

Series 3 - National Commodity Futures Examination

BC

Issued 02/16/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Carl Henkel.
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