Allison
Whitney

Hefren-Tillotson, Inc

CRD#4874749
Investment Advisor
in Pittsburgh, PA
Are you Allison Whitney? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Allison Whitney is a financial advisor who works out of Pittsburgh, Pennsylvania, with a total of 14 years in the industry. Whitney is on the advisory team at Hefren-Tillotson, Inc. They have been employed by Hefren-tillotson, Inc for all of their career. Whitney holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Hefren-Tillotson, Inc is a firm that has its headquarters in Pittsburgh, Pennsylvania. It has offices in six locations and a total of 183 people on staff. It administers $8 billion in total assets among its 22,446 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 80 charities and foundations. Of its 22,446 customer accounts, just 9% are held by high-net-worth clients who have more than $1 million in investable assets. The firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice usually are based on which services the firm provides the client. However, fees billed by Hefren-Tillotson, Inc can be comprised of asset-based, hourly and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Commissions

Disclosures

No

Office Location

308 Seventh Avenue
Pittsburgh, PA 15222

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Hefren-Tillotson, Inc Brokerage Details

Total Assets Under Management

$7,765,418,086

PA Average: $15,833,994,310
Total Number of Employees

236

PA Average: 41
Total Number of Accounts

24,752

PA Average: 3,342
Average Account Size

$313,729

PA Average: $4,737,880

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Allison Whitney Work History

Allison has 14 years of experience.

2004 - Present (15 years)

Hefren-Tillotson, Inc

Disclosures

Allison Whitney has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started