Michael
Mcgrath

Hefren-Tillotson, Inc

CRD#4767152
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Michael Mcgrath is a certified financial planner who works out of Pittsburgh, Pennsylvania, with a total of 14 years of financial industry experience. Mcgrath is an employee of Hefren-Tillotson, Inc. They have spent their complete career at Hefren-tillotson, Inc. Mcgrath maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California and Pennsylvania. Hefren-Tillotson, Inc is a registered investment firm headquartered in Pittsburgh, Pennsylvania. It has offices in six locations and a total of 183 employees. It administers $8 billion in total assets across its 22,446 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 80 charitable organizations. Of its 22,446 client accounts, just 9% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules typically are based on which services the firm provides the client. Fees charged by Hefren-Tillotson, Inc can include any combination of asset-based, hourly and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 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

Michael Mcgrath Work History

Michael has 14 years of experience.

2004 - Present (15 years)

Hefren-Tillotson, Inc

Disclosures

Michael Mcgrath has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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