Brad
Hostetter
Hirtle, Callaghan & Co., LLC
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About this Advisor
Brad Hostetter is a financial advisor operating out of Conshohocken, Pennsylvania who has 18 years of industry experience. Hostetter works at Hirtle, Callaghan & Co., LLC. They have been with Hirtle, Callaghan & Co., Llc for the entirety of their career. Hostetter holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania. Hirtle, Callaghan & Co., LLC is a firm operating out of Conshohocken, PA. The investment advisory business has offices in seven locations and a total of 100 financial advisors. It oversees $18 billion in assets under management between its 2,379 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 127 charities and foundations. Of its 2,379 client accounts, 44% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers a number of services, such as 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. Fees for financial management typically vary depending on the services provided. However, fees billed by Hirtle, Callaghan & Co., LLC can consist of any combination 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
Brad Hostetter Work History
Brad has been registered as a financial advisor for 18 years.*
Hirtle, Callaghan & Co
*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 Brad Hostetter 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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