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Michael Franklin Casey

Investment adviser representative at Hirtle & Co., LLC
35 yearsExperience
1 stateRegistered in
$25.4BFirm assets
38 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

35 years in the industry.

  1. Hirtle & Co., LLCAug 2022 to now
  2. Hirtle, Callaghan & Co., LLCMar 2022 to now
  3. Telly Investments LLCOct 2021 to Feb 2022
  4. Wells FargoSep 1991 to Sep 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (AZ).

Hirtle & Co., LLC

$25.4BAssets managed
1,791Clients
38Advisers
38 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7524212
Firm CRD
105403
Advisor's SEC record (opens in a new tab)
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