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 an independent registered investment adviser that has been SEC-registered since 1990 and is owned by an individual. The firm manages portfolios for both individual/family clients and institutions, charging fees as a percentage of assets under management. Its advisory activity is focused on discretionary and non-discretionary portfolio management for individuals, small businesses, and institutional clients. Hartline does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a capital allocator or pension consultant.
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 1
Brian Hart
President and CEOCRD 6729326
Contacts
2 of 2
William 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 15Active vs passive
$168M in ETFs
100%
$168M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES FLOATING RATE BOND ETF (FLOT) | BlackRock | Passive | Ultrashort Bond | $110M | 2,163,813 | 65.86% |
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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