Adam
Bergen
Hirtle, Callaghan & Co., LLC
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About this Advisor
Adam Bergen is a financial advisor operating in Conshohocken, Pennsylvania with 1 year of industry experience. Bergen is on the advisory team at Hirtle, Callaghan & Co., LLC. During their career, Bergen has held roles at Jp Morgan Chase, Hirtle, Callaghan & Co., LLC, Laurel Creek Country Club, West Chester University, Tall Pines Day Camp and Cherry Hill High School East. Bergen has a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Pennsylvania. Hirtle, Callaghan & Co., LLC is a business based out of Conshohocken, PA. The investment advisory business has offices in seven locations and a total of 100 financial advisors. It administers $18 billion in total assets across its 2,379 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 127 charities and foundations. Of its 2,379 customer accounts, 44% are held by high-net-worth clients who have at least $1 million in investable assets. Hirtle, Callaghan & Co., LLC has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically are based on the type of services offered. Fees billed by Hirtle, Callaghan & Co., LLC most likely are comprised of any blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hirtle, Callaghan & Co., LLC Brokerage Details
$18,112,361,189
100
2,379
$7,613,435
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Adam Bergen Work History
Adam has been registered as a financial advisor for 1 years.*
Hirtle, Callaghan & Co., LLC
Jp Morgan Chase
Jp Morgan Chase
Laurel Creek Country Club
West Chester University
Laurel Creek Country Club
Tall Pines Day Camp
West Chester University
Tall Pines Day Camp
Cherry Hill High School East
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Bergen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hirtle, Callaghan & Co., LLC
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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