Kimberly
Fleming

Hefren-Tillotson, Inc

CRD#871264
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Kimberly Fleming is a financial advisor based in Pittsburgh, Pennsylvania. Currently an investment advisor at Hefren-Tillotson, Inc, they have accrued an impressive 39 years of experience in the financial advisory industry. Fleming maintains a Series 63 license, qualifying the advisor as a securities broker. Fleming is registered to work with investors in Arizona, California, Delaware, Michigan, Pennsylvania and Texas. Fleming has spent their career at Hefren-Tillotson, Inc. Hefren-Tillotson, Inc is headquartered in Pittsburgh, Pennsylvania, and operates out of six locations in the United States. Overall, Hefren-Tillotson, Inc manages $8 billion in assets throughout 22,446 client accounts and retains more than 183 people. The level of assets currently under the firm's management makes it one of the biggest firms in the country. The firm manages 11,639 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 9% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. 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

Series 63, Chartered Financial Analyst

Years of Experience

39 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

Kimberly Fleming Work History

Kimberly has 39 years of experience.

1979 - Present (40 years)

Hefren-Tillotson, Inc

Disclosures

Kimberly 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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