Hirtle Callaghan & Co Inc is a large advisory firm based in West Conshohocken. It manages $15.7 billion of regulatory assets for 4,000 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 31 other states.
Hirtle Callaghan & provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hirtle Callaghan & Co Inc is $15.7 billion. The firm's AUM has grown by 300% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Hirtle Callaghan & Co Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jonathan Jacob Hirtle has been acting as President since 1 Jun 1988. Inc. Hirtle Callaghan Holdings joined the executive team most recently as the Member.
The principal office where Hirtle Callaghan & Co Inc performs its advisory services is located at Five Tower Bridge, 300 Barr Harbor Drive, West Conshohocken, PA 19428 2998, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 610-828-7200 or by fax 610-828-7425. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at www.hirtlecallaghan.com.