TrueAdvisor
TrueAdvisor
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AR

Andrew J Ramsey

Hirtle, Callaghan & CO., LLC
10 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingHigh Net Worth
Hirtle, Callaghan & CO., LLC
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

Location

300 Barr Harbor Drive, Fifth Floor, West Conshohocken, PA, 19428-2998

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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
August 2020 - Present · 5 yrs 6 mos
Previous Registrations
Crestone Asset Management LLC
March 2017 - September 2020 · 3 yrs 6 mos
Crestone Asset Management LLC
August 2015 - December 2016 · 1 yr 4 mos
Crestone Securities LLCBroker
February 2015 - September 2020 · 5 yrs 7 mos
State Registrations2 states
COPA
Advisor
Exams
No exam information available for this advisor.