Hart Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 309661
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hart Investment Management, LLC is an independent, individual-owned registered investment adviser operating as an LLC that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges a combination of AUM-based fees and hourly fees and runs client accounts on a discretionary basis. Investment activity is concentrated in public funds and mutual funds, with the firm using separately managed account (SMA) structures to deploy those funds. Hart Investment Management is not an active ESG investor and does not present as a multi-state or institutional pension consultant/adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Ryan Hart
Founder & CEOCRD 4567302
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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