DH
David Henkel
from Hirtle, Callaghan & Co., LLC
David Henkel is a financial advisor based in Pennsylvania, West Conshohocken,
with 22 years of experience. David currently works for
Hirtle, Callaghan & Co., LLC.
David maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Henkel works at Hirtle, Callaghan & Co., LLC
Hirtle, Callaghan & Co., LLC is a financial advisory firm based in West Conshohocken, Pennsylvania. It currently has approximately $18,108,704,692 of assets under management and employs about 100 people. Hirtle, Callaghan & Co., LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
300 Barr Harbor Drive, Fifth Floor, West Conshohocken, Pennsylvania, 19428
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