Overview
Assets Under Management: $7.5 billion
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 1,913
Average Client Assets: $2.1 million
Frequently Asked Questions
HEFREN-TILLOTSON, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #53), HEFREN-TILLOTSON, INC. is subject to fiduciary duty under federal law.
HEFREN-TILLOTSON, INC. is headquartered in PITTSBURGH, PA.
HEFREN-TILLOTSON, INC. serves 1,913 high-net-worth clients according to their SEC filing dated November 29, 2018. View client details ↓
According to their SEC Form ADV, HEFREN-TILLOTSON, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
HEFREN-TILLOTSON, INC. manages $7.5 billion in client assets according to their SEC filing dated November 29, 2018.
According to their SEC Form ADV, HEFREN-TILLOTSON, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1,913
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.87%
Average Client Assets: $2.1 million
Total Client Accounts: 22,446
Discretionary Accounts: 11,639
Non-Discretionary Accounts: 10,807
Regulatory Filings
CRD Number: 53
Filing ID: 1254928
Last Filing Date: 2018-11-29 16:55:00