HARTMAN, WILLIAM DENTON
Firm details
- Headquarters
- BATESVILLE, Mississippi
- CRD number
- 130469
- Custodians
- FIFTH THIRD BANK N.A.
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hartman, William Denton is a sole-proprietorship adviser that focuses on portfolio management for businesses and institutional clients. The firm operates on a percentage-of-AUM fee model and manages assets on a non-discretionary basis. Investment activity is concentrated in fixed-income, with a clear emphasis on high-quality, liquid government debt. Given the small client base and institutional mandate, the manager appears to prioritize capital preservation, income generation and liquidity over market beta or equity-driven returns.
Assets & Accounts
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
- US Government Bonds100%
Contacts
1 of 1WILLIAM HARTMAN
Investment Advisor RepresentativeCRD 2445010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BATESVILLE, MS
PANOLA
Location
BATESVILLE, MS
Headquartered in BATESVILLE, MS, in the South of the United States.
- Region
- South
- County
- PANOLA
- Address
- 275 Highway 6 W
- Time zone
- CT (UTC-6)
- Office locations
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