Hartman, Jeremy
RIASEC Registered
Total AUM
$1.6M
Discretionary
$0
0% of AUM
Avg account
$25.8K
Accounts
60
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 152508
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hartman, Jeremy operates as a sole proprietorship focused on providing portfolio management services primarily for individuals and small businesses. The firm does not classify itself as a capital allocator and does not engage in ESG investing. Hartman, Jeremy also functions as an insurance broker, which is an integral part of its business activities. The firm’s fee structure includes a percentage of assets under management (AUM) as well as hourly charges, allowing for flexibility in how clients are billed for services.
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 Equities70%
- Cash & Cash Equivalents30%
Contacts
1 of 1Jeremy Hartman
Financial AdvisorCRD 3001516
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations