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HIRTLE & CO., LLC
CRD 105403 · SEC 801-32688
300 BARR HARBOR DRIVE, FIFTH FLOOR, WEST CONSHOHOCKEN, PA, 19428-2998, United States
Phone
610-828-7200
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$25.41B
Discretionary AUM
$24.44B
Team
94 total employees; 48 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 895 | $232.9M |
| High net worth individuals | 559 | $4.79B |
| Investment companies | 14 | $10.56B |
| Pooled investment vehicles | 38 | $5.43B |
| Pension/profit sharing plans | 21 | $227.5M |
| Charitable organizations | 123 | $1.54B |
| Insurance companies | 2 | $88.0M |
| Corporations/business entities | 132 | $1.84B |
States served
AZ, CA, CO, DE, DC, GA, ID, IL, KS, KY, LA, ME, MD, MA, MI, MN, NV, NJ, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WV, WY, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD