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Douglas Joseph Monty

Hirtle, Callaghan & CO., LLC

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About Douglas Joseph Monty

Douglas Joseph Monty is an investment advisor representative associated with Hirtle, Callaghan & Co., LLC. Douglas Monty holds Series 3 licenses. Douglas Monty has been with Hirtle, Callaghan & Co., LLC since January 2001. Hirtle, Callaghan & Co., LLC has a main office in West Conshohocken, PA and is registered as an investment advisor in the state of Pennsylvania.

Firm Information

Douglas Monty 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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Douglas Monty’s Registration & Firm History

PA

10/17/2001 - Present

Hirtle, Callaghan & CO., LLC (WEST CONSHOHOCKEN PA)

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Licenses & Designations

BC

Issued 09/14/2012

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Douglas Joseph Monty.
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