Hardy Investment Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Hardy Investment Inc
CRD #146943
SEC #801-129616
CIK #
AUM $138.0 M (2025-06-12)
Employees 2 (50% Investors, 0% Brokers)
Phone972-977-6428
Address
Source [IAPD] [Website]
Total AUM ($M)
14011284562802011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 36 16.4
(b) Individuals (high net worth individuals) 55 121.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 314 138.0
By Discretionary
Discretionary 314 138.0
Non-Discretionary 0 0.0
Total 314 138.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 138.0
Total 314 138.0
Comparable Firms State AUM ($B)
Anchor Pointe Wealth Management LLC
MO 0.1
Strategic Wealth Advisors Group Inc
MI 0.1
Fiduciary Wealth Group LLC
OH 0.1
Onesource Advisors LLC
CA 0.1
Collective Wealth Advisors LLC
TX 0.1
Midwestern Financial LLC
IA 0.1
RBF Capital Management Inc
FL 0.1
Financial Freedom for Dentists LLC
WA 0.1
Legacy Wealth Advisors LLC
MI 0.1
FLP Wealth Management LLC
AR 0.1
Terms | Privacy | Guide
tony@aum13f.com