BH
BH

Brad Allyn Hostetter

20 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
39 advisors
Number of Clients
1,759 clients
Average Client Portfolio
$11.9M average
Assets Under Management
$21.0B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
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Location

Five Tower Bridge, 300 Barr Harbor Drive, Suite 500, West Conshohocken, PA, 19428

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Hirtle, Callaghan & CO., LLC
April 2005 - Present · 20 yrs 10 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.