Investment adviser · CRD 53
HEFREN-TILLOTSON, INC.
Investment adviser filing (IA)
PITTSBURGH, PA, United States · Form ADV filed Jun 6, 2022
- Regulatory AUM
- $12.4B Form ADV · Item 5.F
- Client accounts
- 30,861 Accounts, not individual clients
- Employees
- 273 Reported in this filing
- Advisory professionals
- 107 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 4,160 | $8,278,632,041 | 66.6% |
| Individuals | 8,936 | $3,736,268,164 | 30.1% |
| Charities | 67 | $146,593,507 | 1.2% |
| Government entities | 9 | $100,274,071 | 0.8% |
| Retirement plans | 60 | $99,896,389 | 0.8% |
| Corporations & businesses | 48 | $68,379,168 | 0.6% |
Filing source
Form ADV 1656535 · Jun 6, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 6, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Commissions
Principal office
308 SEVENTH AVEPITTSBURGH, PA, 15222, United States
CRD 53
Filing source
Form ADV 1656535 · Jun 6, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.