Hearthstone Financial Group

Overview

Hearthstone Financial Group, LLC is a small, privately held advisory firm organized as an LLC and owned by an individual. The firm provides portfolio management services targeted at individuals and small-business clients and charges fees calculated as a percentage of assets under management. Hearthstone is state-registered in Missouri and Pennsylvania and maintains industry relationships with a broker-dealer and insurance companies. The firm does not identify itself as an ESG investor. Other firm characteristics on record include an unclassified advisory type and a designation indicating it is not a multi-state adviser.

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