Alan E. Weissberger

Hirtle, Callaghan & CO., LLC

13 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingHigh Net Worth

Hirtle, Callaghan & CO., LLC

Compensation

Fee-Only (AUM)

Firm Size

39 advisors

Number of Clients

1,759 clients

Average Client Portfolio

$11.9M average

Assets Under Management

$21.0B

Fee Structure

Minimum Investment:$10M

Financial Planning:Investment management only

Location

300 Barr Harbor Drive, Fifth Floor, West Conshohocken, PA, 19428-2998

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Hirtle, Callaghan & CO., LLC

May 2012 - Present · 13 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.