HARTMAN FINANCIAL PLANNING
Firm details
- Headquarters
- SANTA CLARITA, California
- CRD number
- 142122
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Client types
- Individuals66%
- HNWI34%
- Services
- Financial PlanningPortfolio Management for IndividualsMarket Timing ServicesEducational Seminars / Workshops
Firm profile
FINTRXOverview
Hartman Financial Planning operates as an independent Registered Investment Advisor (RIA) structured as a Limited Liability Company. The firm primarily serves individual and family clients, offering a range of services that include financial planning, portfolio management for individuals and small businesses, market timing services, and educational seminars. The firm does not engage in capital allocation and is not an active ESG investor.
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 Equities60%
- Cash & Cash Equivalents25%
- US Government Bonds10%
- Derivatives5%
Contacts
1 of 1BRADLEY HARTMAN
OwnerCRD 5276715
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SANTA CLARITA, CA
LOS ANGELES
Location
SANTA CLARITA, CA
Headquartered in SANTA CLARITA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 18723 Via Princessa
- Time zone
- PT (UTC-8)
- Office locations
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