HEFREN-TILLOTSON, INC.
CRD #53 SEC #801-55083 PITTSBURGH, PA 412-434-0990
SEC Registered Broker-Dealer Disclosures
Total AUM
$12.4B
Discretionary
$7.1B
Employees
273
Clients
--
Accounts
30,861
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2022 | $12.4B | $7.1B | $5.3B | 273 | 13,352 |
| May 2022 | $12.4B | $7.1B | $5.3B | 273 | 13,352 |
| Mar 2022 | $12.4B | $7.1B | $5.3B | 273 | 13,352 |
| Jan 2022 | $12.4B | $7.1B | $5.3B | 273 | 13,352 |
| Sep 2021 | $10.9B | $6.1B | $4.8B | 271 | 11,766 |
| Aug 2021 | $10.9B | $6.1B | $4.8B | 271 | 11,766 |
| Aug 2021 | $10.9B | $6.1B | $4.8B | 271 | 11,766 |
| Mar 2021 | $10.9B | $6.1B | $4.8B | 271 | 11,766 |
| Jan 2021 | $10.9B | $6.1B | $4.8B | 271 | 11,766 |
| Jan 2021 | $10.9B | $6.1B | $4.8B | 271 | 11,766 |
| Jun 2020 | $8.9B | $4.9B | $3.9B | 266 | 11,656 |
| Jan 2020 | $8.9B | $4.9B | $3.9B | 266 | 11,656 |
| Jan 2020 | $7.8B | $4.3B | $3.4B | 236 | 10,760 |
| Oct 2019 | $7.8B | $4.3B | $3.4B | 236 | 10,760 |
| Oct 2019 | $7.8B | $4.3B | $3.4B | 236 | 10,760 |
| May 2019 | $7.8B | $4.3B | $3.4B | 236 | 10,760 |
| Apr 2019 | $7.8B | $4.3B | $3.4B | 236 | 10,760 |
| Jan 2019 | $7.8B | $4.3B | $3.4B | 236 | 10,760 |
| Nov 2018 | $7.5B | $4.2B | $3.3B | 183 | 9,617 |
| Sep 2018 | $7.5B | $4.2B | $3.3B | 183 | 9,617 |
| Feb 2018 | $7.5B | $4.2B | $3.3B | 183 | 9,617 |
| Jan 2018 | $7.5B | $4.2B | $3.3B | 183 | 9,617 |
| Jul 2017 | $6.2B | $3.4B | $2.8B | 210 | 8,200 |
| May 2017 | $6.2B | $3.4B | $2.8B | 210 | 8,200 |
| Mar 2017 | $6.2B | $3.4B | $2.8B | 210 | 8,200 |
| Mar 2017 | $6.2B | $3.4B | $2.8B | 210 | 8,200 |
| Jan 2017 | $6.2B | $3.4B | $2.8B | 210 | 8,200 |
| Aug 2016 | $5.8B | $3.3B | $2.5B | 201 | 7,700 |
| Jul 2016 | $5.8B | $3.3B | $2.5B | 201 | 7,700 |
| Jan 2016 | $5.8B | $3.3B | $2.5B | 201 | 7,700 |
| Dec 2015 | $5.7B | $3.5B | $2.2B | 106 | 7,300 |
| Jan 2015 | $5.7B | $3.5B | $2.2B | 106 | 7,300 |
| Nov 2014 | $5B | $3.2B | $1.9B | 111 | 5,600 |
| Jan 2014 | $5B | $3.2B | $1.9B | 111 | 5,600 |
| Dec 2013 | $5B | $3.2B | $1.9B | 111 | 5,600 |
| Jan 2013 | $4.1B | $2.5B | $1.6B | 111 | 5,600 |
| Jan 2013 | $4.1B | $2.5B | $1.6B | 111 | 5,600 |
| Jan 2013 | $3.7B | $2.1B | $1.5B | 111 | 5,600 |
| Oct 2012 | $3.7B | $2.1B | $1.5B | 51 | 5,600 |
| Aug 2012 | $3.7B | $2.1B | $1.5B | 51 | 5,600 |
| Apr 2012 | $3.7B | $2.1B | $1.5B | 51 | 5,600 |
| Jan 2012 | $3.7B | $2.1B | $1.5B | 51 | 5,600 |
| Dec 2011 | $3.7B | $2.1B | $1.5B | 51 | 5,600 |
| Jun 2011 | $2.1B | $1.9B | $203.1M | 51 | -- |
| Feb 2011 | $2.1B | $1.9B | $203.1M | 51 | -- |
| Jan 2011 | $2.1B | $1.9B | $203.1M | 51 | -- |
| Dec 2010 | $1.5B | $1.4B | $185.7M | 51 | -- |
| Dec 2010 | $1.5B | $1.4B | $185.7M | 51 | -- |
| Jul 2010 | $1.5B | $1.4B | $185.7M | 51 | -- |
| Apr 2010 | $1.5B | $1.4B | $185.7M | 51 | -- |
| Jan 2008 | $1.3B | $1.1B | $191.6M | 51 | -- |
| Oct 2007 | $1.1B | $908.7M | $165M | 51 | -- |
| Sep 2007 | $1.1B | $908.7M | $165M | 51 | -- |
| Jan 2007 | $1.1B | $908.7M | $165M | 51 | -- |
| Mar 2006 | $744M | $616.3M | $127.7M | 51 | -- |
| Jan 2006 | $744M | $616.3M | $127.7M | 51 | -- |
| Dec 2005 | $1.2B | $398.7M | $784.1M | 51 | -- |
| Oct 2005 | $1.2B | $398.7M | $784.1M | 51 | -- |
| Jun 2005 | $1.2B | $398.7M | $784.1M | 51 | -- |
| Jan 2005 | $1.2B | $398.7M | $784.1M | 51 | -- |
| Sep 2004 | $881.4M | $276.4M | $605M | 51 | -- |
| Aug 2004 | $881.4M | $276.4M | $605M | 51 | -- |
| May 2004 | $881.4M | $276.4M | $605M | 51 | -- |
| Mar 2002 | $585.1M | $336M | $249.1M | 51 | -- |
| Oct 2001 | $495.4M | $291.7M | $203.7M | 51 | -- |
| Aug 2001 | $495.4M | $291.7M | $203.7M | 51 | -- |
| Aug 2001 | $495.4M | $291.7M | $203.7M | 51 | -- |
| Jun 2001 | $495.4M | $291.7M | $203.7M | 51 | -- |
DateJun 2022
Total AUM$12.4B
Discretionary$7.1B
Non-Disc.$5.3B
Employees273
Clients13,352
DateMay 2022
Total AUM$12.4B
Discretionary$7.1B
Non-Disc.$5.3B
Employees273
Clients13,352
DateMar 2022
Total AUM$12.4B
Discretionary$7.1B
Non-Disc.$5.3B
Employees273
Clients13,352
DateJan 2022
Total AUM$12.4B
Discretionary$7.1B
Non-Disc.$5.3B
Employees273
Clients13,352
DateSep 2021
Total AUM$10.9B
Discretionary$6.1B
Non-Disc.$4.8B
Employees271
Clients11,766
DateAug 2021
Total AUM$10.9B
Discretionary$6.1B
Non-Disc.$4.8B
Employees271
Clients11,766
DateAug 2021
Total AUM$10.9B
Discretionary$6.1B
Non-Disc.$4.8B
Employees271
Clients11,766
DateMar 2021
Total AUM$10.9B
Discretionary$6.1B
Non-Disc.$4.8B
Employees271
Clients11,766
DateJan 2021
Total AUM$10.9B
Discretionary$6.1B
Non-Disc.$4.8B
Employees271
Clients11,766
DateJan 2021
Total AUM$10.9B
Discretionary$6.1B
Non-Disc.$4.8B
Employees271
Clients11,766
DateJun 2020
Total AUM$8.9B
Discretionary$4.9B
Non-Disc.$3.9B
Employees266
Clients11,656
DateJan 2020
Total AUM$8.9B
Discretionary$4.9B
Non-Disc.$3.9B
Employees266
Clients11,656
DateJan 2020
Total AUM$7.8B
Discretionary$4.3B
Non-Disc.$3.4B
Employees236
Clients10,760
DateOct 2019
Total AUM$7.8B
Discretionary$4.3B
Non-Disc.$3.4B
Employees236
Clients10,760
DateOct 2019
Total AUM$7.8B
Discretionary$4.3B
Non-Disc.$3.4B
Employees236
Clients10,760
DateMay 2019
Total AUM$7.8B
Discretionary$4.3B
Non-Disc.$3.4B
Employees236
Clients10,760
DateApr 2019
Total AUM$7.8B
Discretionary$4.3B
Non-Disc.$3.4B
Employees236
Clients10,760
DateJan 2019
Total AUM$7.8B
Discretionary$4.3B
Non-Disc.$3.4B
Employees236
Clients10,760
DateNov 2018
Total AUM$7.5B
Discretionary$4.2B
Non-Disc.$3.3B
Employees183
Clients9,617
DateSep 2018
Total AUM$7.5B
Discretionary$4.2B
Non-Disc.$3.3B
Employees183
Clients9,617
DateFeb 2018
Total AUM$7.5B
Discretionary$4.2B
Non-Disc.$3.3B
Employees183
Clients9,617
DateJan 2018
Total AUM$7.5B
Discretionary$4.2B
Non-Disc.$3.3B
Employees183
Clients9,617
DateJul 2017
Total AUM$6.2B
Discretionary$3.4B
Non-Disc.$2.8B
Employees210
Clients8,200
DateMay 2017
Total AUM$6.2B
Discretionary$3.4B
Non-Disc.$2.8B
Employees210
Clients8,200
DateMar 2017
Total AUM$6.2B
Discretionary$3.4B
Non-Disc.$2.8B
Employees210
Clients8,200
DateMar 2017
Total AUM$6.2B
Discretionary$3.4B
Non-Disc.$2.8B
Employees210
Clients8,200
DateJan 2017
Total AUM$6.2B
Discretionary$3.4B
Non-Disc.$2.8B
Employees210
Clients8,200
DateAug 2016
Total AUM$5.8B
Discretionary$3.3B
Non-Disc.$2.5B
Employees201
Clients7,700
DateJul 2016
Total AUM$5.8B
Discretionary$3.3B
Non-Disc.$2.5B
Employees201
Clients7,700
DateJan 2016
Total AUM$5.8B
Discretionary$3.3B
Non-Disc.$2.5B
Employees201
Clients7,700
DateDec 2015
Total AUM$5.7B
Discretionary$3.5B
Non-Disc.$2.2B
Employees106
Clients7,300
DateJan 2015
Total AUM$5.7B
Discretionary$3.5B
Non-Disc.$2.2B
Employees106
Clients7,300
DateNov 2014
Total AUM$5B
Discretionary$3.2B
Non-Disc.$1.9B
Employees111
Clients5,600
DateJan 2014
Total AUM$5B
Discretionary$3.2B
Non-Disc.$1.9B
Employees111
Clients5,600
DateDec 2013
Total AUM$5B
Discretionary$3.2B
Non-Disc.$1.9B
Employees111
Clients5,600
DateJan 2013
Total AUM$4.1B
Discretionary$2.5B
Non-Disc.$1.6B
Employees111
Clients5,600
DateJan 2013
Total AUM$4.1B
Discretionary$2.5B
Non-Disc.$1.6B
Employees111
Clients5,600
DateJan 2013
Total AUM$3.7B
Discretionary$2.1B
Non-Disc.$1.5B
Employees111
Clients5,600
DateOct 2012
Total AUM$3.7B
Discretionary$2.1B
Non-Disc.$1.5B
Employees51
Clients5,600
DateAug 2012
Total AUM$3.7B
Discretionary$2.1B
Non-Disc.$1.5B
Employees51
Clients5,600
DateApr 2012
Total AUM$3.7B
Discretionary$2.1B
Non-Disc.$1.5B
Employees51
Clients5,600
DateJan 2012
Total AUM$3.7B
Discretionary$2.1B
Non-Disc.$1.5B
Employees51
Clients5,600
DateDec 2011
Total AUM$3.7B
Discretionary$2.1B
Non-Disc.$1.5B
Employees51
Clients5,600
DateJun 2011
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$203.1M
Employees51
Clients--
DateFeb 2011
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$203.1M
Employees51
Clients--
DateJan 2011
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$203.1M
Employees51
Clients--
DateDec 2010
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$185.7M
Employees51
Clients--
DateDec 2010
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$185.7M
Employees51
Clients--
DateJul 2010
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$185.7M
Employees51
Clients--
DateApr 2010
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$185.7M
Employees51
Clients--
DateJan 2008
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$191.6M
Employees51
Clients--
DateOct 2007
Total AUM$1.1B
Discretionary$908.7M
Non-Disc.$165M
Employees51
Clients--
DateSep 2007
Total AUM$1.1B
Discretionary$908.7M
Non-Disc.$165M
Employees51
Clients--
DateJan 2007
Total AUM$1.1B
Discretionary$908.7M
Non-Disc.$165M
Employees51
Clients--
DateMar 2006
Total AUM$744M
Discretionary$616.3M
Non-Disc.$127.7M
Employees51
Clients--
DateJan 2006
Total AUM$744M
Discretionary$616.3M
Non-Disc.$127.7M
Employees51
Clients--
DateDec 2005
Total AUM$1.2B
Discretionary$398.7M
Non-Disc.$784.1M
Employees51
Clients--
DateOct 2005
Total AUM$1.2B
Discretionary$398.7M
Non-Disc.$784.1M
Employees51
Clients--
DateJun 2005
Total AUM$1.2B
Discretionary$398.7M
Non-Disc.$784.1M
Employees51
Clients--
DateJan 2005
Total AUM$1.2B
Discretionary$398.7M
Non-Disc.$784.1M
Employees51
Clients--
DateSep 2004
Total AUM$881.4M
Discretionary$276.4M
Non-Disc.$605M
Employees51
Clients--
DateAug 2004
Total AUM$881.4M
Discretionary$276.4M
Non-Disc.$605M
Employees51
Clients--
DateMay 2004
Total AUM$881.4M
Discretionary$276.4M
Non-Disc.$605M
Employees51
Clients--
DateMar 2002
Total AUM$585.1M
Discretionary$336M
Non-Disc.$249.1M
Employees51
Clients--
DateOct 2001
Total AUM$495.4M
Discretionary$291.7M
Non-Disc.$203.7M
Employees51
Clients--
DateAug 2001
Total AUM$495.4M
Discretionary$291.7M
Non-Disc.$203.7M
Employees51
Clients--
DateAug 2001
Total AUM$495.4M
Discretionary$291.7M
Non-Disc.$203.7M
Employees51
Clients--
DateJun 2001
Total AUM$495.4M
Discretionary$291.7M
Non-Disc.$203.7M
Employees51
Clients--