HIRTLE, CALLAGHAN & CO., LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $25.41B |
| Discretionary | $24.44B96% of AUM |
| Non-Discretionary | $968.0M |
| Client Accounts | 1,739 |
| Avg Account Size | $14.6M |
| Employees | 94 |
| Peak AUM | $26.06BMar 2015 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $25.4B | +21.0% | +11.9% | +7.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $25.41B |
| Discretionary | $24.44B |
| Employees | 94 |
| Client Accounts | 1739 |
Contact & Location
Address
300 BARR HARBOR DRIVE
WEST CONSHOHOCKEN PA 19428-2998
Phone
610-828-7200
Filing History
64 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$24.4B
96.2% of AUM
Non-Discretionary
$968M
3.8% of AUM
Disc. mix ▼ 3.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Corporations
Insurance Cos.
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Investment AdviserLaw Firm