HIRTLE, CALLAGHAN & CO., LLC

300 Barr Harbor Drive
Fifth Floor
West Conshohocken, Pennsylvania 19428-2998
Tel: 610-828-7200

About HIRTLE, CALLAGHAN & CO., LLC

HIRTLE, CALLAGHAN & CO, LLC, formally registered with the SEC as HIRTLE, CALLAGHAN & CO, LLC. The firm was established in 08/19/1988. They have over 8 offices throughout the country.

HIRTLE, CALLAGHAN & CO., LLC is a West Conshohocken, Pennsylvania based Financial Planning firm with nearly $19,227,647,698 assets under management, offering retirement planning & investment advisory services to 1844 clients. The firm is staffed with 93 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105403
SEC#	801-32688
Assets Managed by Firm	$19,227,647,698
No. of Clients	1844
No. of Advisors	93

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1844	$19,227,647,698
Individuals (other than high net worth individuals)	810	$113,768,153
High net worth individuals	699	$3,516,679,004
Pension and profit sharing plans	23	$340,762,505
Charitable organizations	175	$1,365,818,166
Corporations or other businesses	82	$571,437,074

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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