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Inactive

Garrett Rodgers Wilson

Hirtle & Co., LLC

West Conshohocken, PA

CRD 5378505

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Employer firm

Hirtle & Co., LLC CRD 105403

$25.4B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Hirtle & Co., Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2014-07-31
  • PA RA
    APPROVED
    Since 2014-07-31

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hirtle Callaghan & Co. Llc W. Conshohocken PA 07/2014 Present
  • 07/2014 → Present
    Hirtle Callaghan & Co. Llc
    W. Conshohocken, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-04-07
  • S63 Uniform Securities Agent State Law Examination
    2008-04-07
Other Names
  • Garrett Wilson

View on SEC IAPD

Nearby Firms

VERDIS INVESTMENT MANAGEMENT, LLC
BARTON INVESTMENT MANAGEMENT, LLC
RH TAILWIND MANAGEMENT, LLC

Nearby Investors

HENRY BARTON RILEY
JANNA MARTINELLI FORTE
MICHAEL DONALD JONES

Nearby Offices

VERDIS INVESTMENT MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
BARTON INVESTMENT MANAGEMENT, LLC · W. CONSHOHOCKEN, PA
RH TAILWIND MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA

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