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Hefren-Tillotson

Hefren-Tillotson is an investment advisor in Pittsburgh with $10.91B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
251121408
SEC advisor number
801-55083
FINRA CRD number
53
AUM ?
$10.91B (as of 1 Sep 21)
Accounts
28,777 (as of 1 Sep 21)
Employees
271 (101 investment advisory or research)
Address
Hefren-Tillotson
308 SEVENTH AVENUE
PITTSBURGH
PA 15222
Phone
412-434-0990

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
8 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$389.76M 2.34M 2.25M +4.0
$39.86M 294.47K 276.91K +6.3
Vanguard Div App Etf
$16.51M 107.51K 99.99K +7.5
$10.59M 128.52K 118.61K +8.4
$10.18M 136.83K 125.11K +9.4
Vanguard Ftse Emr MKT Etf
$9.57M 191.38K 190.77K +0.3
$6.29M 104.78K 110.17K -4.9
$1.16M 29.61K NEW
Holdings list only includes long positions. Only includes long positions.

Calendar

30 Nov 21
31 Oct 22

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings