Full text of HEFREN-TILLOTSON, INC.'s X-17A-5 filed 2021-12-20 (period 2021-10-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # Hefren-Tillotson, Inc. Statement of Financial Condition October 31, 2021  Hefren-Tillotson METICULOUS WEALTH MANAGEMENT SINCE 1948 {1}------------------------------------------------ {2}------------------------------------------------ UNITEDSTATES SECURITIES ANDEXCHANGE COMMISSION Washington, D.C. 20549 # ANNUAL AUDITED REPORT FORM X-17A-5 PART III OMB APPROVAL OMB Number: 3235-0123 Expires: Estimated average burden hours per response .. . . . . . 12.00 | | SEC FILE NUMBER | | |--|-----------------|--| | | | | 8-10646 FACING PAGE Information Required of Brokers and Dealers Pursuant to Section 17 of the Securities Exchange Act of 1934 and Rule 17a-5 Thereunder | REPORT FOR THE PERIOD BEGINNING November 1, 2020 | MM/DD/YY | | MM/DD/Y Y | |-------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------|---------------|--------------------------------| | | A. REGISTRANT IDENTIFICATION | | | | NAME OF BROKER-DEALER: - Hefren-Tillotson, Inc. | | | OFFICIAL USE ONLY | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use P.O. Box No.) | | FIRM I.D. NO. | | | | 308 Seventh Avenue | | | | | (No. and Street) | | | | Pittsburgh | PA | | 15222 | | (City) | (State) | | (Zip Code) | | NAME AND TELEPHONE NUMBER OF PERSON TO CONTACT IN REGARD TO THIS REPORT<br>Joseph M. Niesslein | | | 412-633-1599 | | | | | (Area Code - Telephone Number) | | | B. ACCOUNTANT IDENTIFICATION | | | | INDEPENDENT PUBLIC ACCOUNTANT whose opinion is contained in this Report* | | | | | | Lally & Co., LLC | | | | | (Name - if individual, state last, first, middle name) | | | | 5700 Corporate Drive, Suite 800 | Pittsburgh | PA | 15237 | | (Address) | (City) | (State) | (Zip Code) | | CHECK ONE: | | | | | Certified Public Accountant<br>Public Accountant<br>Accountant not resident in United States or any of its possessions. | | | | | | FOR OFFICIAL USE ONLY | | | | | | | | | | | | | | | | | | \*Claims for exemption from the requirement that the annual report be covered by the opinion of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis for the exemption. See Section 240.17a-5(e)(2) SEC 1410 (11-05) Potential persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays…Read the full text as markdown