RIA Intel›Advisers›Pennsylvania›HEFREN-TILLOTSON, INC.

HEFREN-TILLOTSON, INC.

Advisory

N·PITTSBURGH, PA

Data as of Jun 6, 2022 · Source: SEC Form ADV

Total AUM

$12.4B

1-Year AUM Growth

+13.9%

3-Year CAGR

+16.8%

Employees

107

Assets Under Management

Total AUM$12.4B

Discretionary AUM$7.1B

Non-Discretionary AUM$5.3B

Discretionary %57.2%

Total Clients—

Team

Total Employees107

Investment Advisers273

Employee Growth (1Y)—

Filing History

Total Filings on Record83

First FilingApr 27, 2001

Latest FilingJun 6, 2022

🔒 Full AUM trend chart and 83 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HEFREN-TILLOTSON, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.