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Kristofer Thomas Kelleher

Hirtle, Callaghan & CO., LLC

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About Kristofer Thomas Kelleher

Kristofer Kelleher is an investment advisor representative with Hirtle, Callaghan & CO., LLC in West Conshohocken, Pennsylvania. Kristofer has been working in the financial services industry for over 20 years. Kristofer holds the Series 3, Series 6, Series 63, and Series 65 licenses. Before joining Hirtle, Callaghan & CO., LLC, Kristofer worked at Investor Force Securities, Inc. in Wayne, Pennsylvania and Intersecurities, Inc. in St. Petersburg, Florida. Kristofer specializes in portfolio management for individuals, businesses, pooled investment vehicles and investment companies. Kristofer is registered with the state of Pennsylvania.

Firm Information

Kristofer Kelleher 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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Kristofer Kelleher’s Registration & Firm History

PA

05/28/2021 - Present

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

PA

08/06/2002 - 06/06/2005

INVESTOR FORCE SECURITIES, INC. (WAYNE PA)

FL

06/14/2001 - 07/22/2002

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 05/28/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2021

Series 3 - National Commodity Futures Examination

BC

Issued 06/13/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristofer Thomas Kelleher.
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