Hartford Funds

RIASEC RegisteredEst. 2004
Total AUM
$2.2B
Discretionary
$2.2B
100% of AUM
Avg account
$308M
Accounts
7
Employees
368
Advisory reps
6

Firm details

Headquarters
Wayne, Pennsylvania
CRD number
130373
Registered since
August 18, 2004
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Hartford Funds operates as a limited liability company registered with the SEC since 2004 and is classified in FINTRX as an institutional registered investment adviser that acts as a capital allocator. Its client base is institutional and it charges fees as a percentage of assets under management. The firm’s advisory remit includes portfolio management for investment companies and the selection of other advisers, and its reported business activities identify it as a commodity pool operator or commodity trading adviser (CPO/CTA). Ownership is described as a domestic entity with individual ownership.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Vernon Meyer

    Vernon Meyer

    Managing Director, Chief Investment OfficerCRD 2416119

  • Gregory Frost

    Gregory Frost

    CFOCRD 2864924

  • Amy Furlong

    Amy Furlong

    Chief Financial OfficerCRD 4835814

Unlock 2 more executives

Contacts

1 of 1
  • Walter Garger

    Walter Garger

    General CounselCRD 4753411

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wayne, PA

Delaware

Location

Wayne, PA

Headquartered in Wayne, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
690 Lee Rd
Time zone
ET (UTC-5)
Office locations

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