James
Meredith

Hefren-Tillotson, Inc

CRD#853602
Investment Advisor
in Pittsburgh, PA
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About this Advisor

James Meredith is an investment advisor who works out of Pittsburgh, Pennsylvania. Currently a registered financial advisor with Hefren-Tillotson, Inc, Meredith has an impressive 40 years of professional experience as a registered investment advisor. Meredith is registered to serve customers based out of California, Texas and Pennsylvania. Meredith has worked their career at Hefren-Tillotson, Inc. Hefren-Tillotson, Inc is headquartered in Pittsburgh, Pennsylvania, and has six additional brick-and-mortar locations throughout the country. In aggregate, Hefren-Tillotson, Inc manages $8 billion in assets dispersed across 22,446 accounts and employs more than 183 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the United States. The firm manages 11,639 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 9% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Hefren-Tillotson, Inc offers financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm's fees may include asset-based, hourly and commission-based fees.

Certifications and Registrations

Personal Financial Specialist

Years of Experience

40 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

Yes

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

James Meredith Work History

James has 40 years of experience.

1978 - Present (41 years)

Hefren-Tillotson, Inc

Disclosures

James Meredith has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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