HARTLINE INVESTMENT CORPORATION
Firm details
- Headquarters
- WINNETKA, Illinois
- CRD number
- 106923
- Registered since
- May 18, 1990
- Website
- www.hartlineinv.com
- Custodians
- CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.82%
- Charitable Organizations24.13%
- Individuals3.77%
- Pension & Profit Sharing Plans0.28%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hartline Investment Corporation is a privately owned advisory firm formed in 1990 that provides fee-based portfolio management to individuals, families, small businesses and institutional clients. The firm is organized as a corporation with an owner classified as an individual and charges a percentage-of-AUM fee for advisory services. Its registered activities focus on discretionary and non-discretionary portfolio management for both private clients and business or institutional accounts. Filings indicate Hartline does not self-identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities88%
- Investment Grade Corp Bonds9%
- Public Funds/Mutual Funds2%
- US Government Bonds1%
Owners & executives
1 of 1Brian Hart
President and CEOCRD 6729326
Contacts
2 of 2WILLIAM HART
Managing DirectorCRD 2063060
Kathryn Carroll
Managing DirectorCRD 6564615
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$108M in ETFs
100%
$108M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES FLOATING RATE BOND ETF (FLOT) | BlackRock | Passive | Ultrashort Bond | $71.7M | 1,407,923 | 66.23% |
Location
WINNETKA, IL
COOK
Location
WINNETKA, IL
Headquartered in WINNETKA, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 460 Winnetka Ave
- Time zone
- CT (UTC-6)
- Office locations
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