Grant
Fleming

Hefren-Tillotson, Inc

CRD#5947351
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Grant Fleming is a certified financial planner based out of Pittsburgh, Pennsylvania, who has been in the financial industry for 10 years. Fleming is currently employed by Hefren-Tillotson, Inc. Their career trajectory has included roles at Allegheny College and Hefren-Tillotson, Inc. Fleming maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona, California, Delaware, Michigan, Pennsylvania and Texas. Hefren-Tillotson, Inc is a registered investment firm based out of Pittsburgh, Pennsylvania. The investment advisory business has offices in six locations and a total of 183 employees. It oversees $8 billion in assets under management between its 22,446 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 80 charities and foundations. Of its 22,446 accounts, just 9% are associated with high-net-worth investors who have greater than $1 million in investable assets. Hefren-Tillotson, Inc has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management usually depend on which services are offered. However, fee types charged by Hefren-Tillotson, Inc likely consist of asset-based, hourly and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

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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

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Investment Advisory Services

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

Grant Fleming Work History

Grant has 10 years of experience.

2011 - Present (8 years)

Hefren-Tillotson, Inc

2010 - 2011 (1 years)

Allegheny College

2010 - 2010 (0 years)

Hefren-Tillotson, Inc

2009 - 2010 (1 years)

Allegheny College

2009 - 2009 (0 years)

Hefren-Tillotson, Inc

2008 - 2009 (1 years)

Allegheny College

Disclosures

Grant Fleming has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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