James
Hune

Hefren-Tillotson, Inc

CRD#4335925
Investment Advisor
in Pittsburgh, PA
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About this Advisor

James Hune is a personal financial specialist based in Pittsburgh, Pennsylvania, who has been in the advisory business for 22 years. Hune is an advisor for Hefren-Tillotson, Inc. During their career, the advisor has held roles at Hefren-Tillotson, Inc and Creese, Smith & Co, LLC. Hune has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Hefren-Tillotson, Inc is a business operating in Pittsburgh, Pennsylvania. It has offices in six locations and a total of 183 employees. It administers $8 billion in total assets between its 22,446 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 80 charitable organizations. Of its 22,446 accounts, just 9% are held by high-net-worth clients who have at least $1 million in assets. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management typically vary depending on which services the firm provides the client. However, fee types billed by Hefren-Tillotson, Inc most likely are comprised of some blend of asset-based, hourly and commission-based fees.

Certifications and Registrations

Series 66, Personal Financial Specialist

Years of Experience

22 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

8150 Perry Highway Suite 105
Pittsburgh, PA 15237

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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

James Hune Work History

James has 22 years of experience.

2001 - Present (18 years)

Hefren-Tillotson, Inc

1996 - Present (23 years)

Creese, Smith & Co, LLC

Disclosures

James Hune has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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