Hefren-Tillotson Inc
- Assets, Funds, Holdings
| Hefren-Tillotson Inc
|
| CRD # | 53 |
| SEC # | 801-55083 |
| CIK # | 0001581793 |
| AUM |
|
| Employees |
273 (39% Investors, 63% Brokers)
|
| Phone | 412-434-0990 |
| Address | 308 Seventh Ave
Pittsburgh, PA 15222 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($B)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
8,936
|
3.7 |
| (b) Individuals (high net worth individuals) |
4,160
|
8.3 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
60 |
0.1 |
| (h) Charitable organizations |
67 |
0.1 |
| (i) State or municipal government entities |
9 |
0.1 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
48 |
0.1 |
| (n) Other |
0 |
0.0 |
| Total |
30,861 |
12.4 |
| By Discretionary |
| Discretionary |
17,298 |
7.1 |
| Non-Discretionary |
13,563 |
5.3 |
| Total |
30,861 |
12.4 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
12.4 |
| Total |
30,861 |
12.4 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $2.1B |
| Clients | 13,352 (1 non-US) |
| Serves | Institutional, Retail |
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