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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
Years of Experience
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Hefren-Tillotson, Inc Brokerage Details
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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.
Michael Mcgrath has no disclosures.
Please visit their SEC profile for more details.