Hartford Financial Management Inc

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Hartford Financial Management Inc
CRD #105039
SEC #801-33701
CIK #0001352526
AUM $748.6 MM (95% Disc, 100% US, 2020-05-08)
Employees 10 (60% Investors, 0% Brokers)
Phone860-241-0028
AddressOne Constitution Plaza, 9th Floor
Hartford, CT 06103
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
90072054036018001999200620132021
Sector Issuer Cap ($MM) Value ($MM)
SPY 191.4
AAPL 0.7 147.8
MSFT 0.7 145.8
HMOP 95.6
AMZN 0.7 87.4
JPM 0.3 57.8
FB 0.4 57.5
JNJ 0.3 54.8
PG 0.2 48.1
GOOG 0.7 45.5
View All
Holdings by Sector ($)
5.04.03.02.01.00.02011201420172021
Comparable Firms State AUM ($BB)
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MN 0.8
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CA 0.8
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Xpyria Investment Advisors Inc
PA 0.8
IAG Wealth Partners LLC
WI 0.8
REDW Wealth LLC
NM 0.8
Heartwood Wealth Advisors LLC
VA 0.8
Moloney Securities Asset Management LLC
MO 0.8
Ballew Advisors Inc
MS 0.7
JSF Financial LLC
CA 0.7
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