linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John D'anna

Hirtle, Callaghan & CO., LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John D'anna

John D'anna is a registered Investment Advisor Representative with Hirtle, Callaghan & Co., LLC. John has been in the industry since 2010. John holds the Series 65 and Series 3 licenses. John is currently licensed in Pennsylvania. John's firm is registered with the SEC and has offices in West Conshohocken, Pennsylvania. Hirtle, Callaghan & Co., LLC provides a range of advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm primarily serves high-net-worth individuals, insurance companies, investment companies, charitable organizations, corporations, and individuals other than high-net-worth.

Firm Information

John D'anna 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John D'anna’s Registration & Firm History

PA

02/12/2021 - Present

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

Not sure if John D'anna is right for you?

Licenses & Designations

IA

Issued 02/12/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/25/2021

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John D'anna.
Not sure if John D'anna is right for you?