Paul
Kostyak

Hefren-Tillotson, Inc

CRD#1006013
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Paul Kostyak is a certified financial planner who is based in Pittsburgh, Pennsylvania. Currently a registered investment advisor at Hefren-Tillotson, Inc, they have accumulated a notable 26 years of experience in the financial advisory industry. Kostyak maintains a Series 63 license, which designates the advisor as a securities representative. Kostyak is registered to operate based out of Arizona, California and Pennsylvania. Kostyak has worked their entire career at Hefren-Tillotson, Inc. Hefren-Tillotson, Inc is based out of Pittsburgh, Pennsylvania, and has six brick-and-mortar locations throughout the United States. Overall, Hefren-Tillotson, Inc manages $8 billion in assets across 22,446 accounts and retains more than 183 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the nation. 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 investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Hefren-Tillotson, Inc provides financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm may charge clients asset-based, hourly and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

26 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

650 Smithfield Street Suite 2330
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

Paul Kostyak Work History

Paul has 26 years of experience.

1992 - Present (27 years)

Hefren-Tillotson, Inc

Disclosures

Paul Kostyak has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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