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| Hartford Financial Management Inc
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| |
|---|---|
| CRD # | 105039 |
| SEC # | 801-33701 |
| CIK # | 0000922439, 0001352526 |
| AUM | $684.9 MM (2024-03-26) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 860-241-0028 |
| Address | One Constitution Plaza, 9th Floor Hartford, CT 06103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.2 | |
| AAPL | 2,382.8 | 0.2 | |
| NVDA | 399.6 | 0.2 | |
| AMZN | 1,093.0 | 0.1 | |
| GOOGL | 1,475.1 | 0.1 | |
| META | 434.9 | 0.1 | |
| GOOG | 1,482.6 | 0.1 | |
| LLY | 301.8 | 0.0 | |
| AVGO | 201.3 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 154 | 202.0 |
| (b) Individuals (high net worth individuals) | 23 | 212.9 |
| (c) Banking or thrift institutions | 3 | 258.7 |
| (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 | 2 | 6.4 |
| (h) Charitable organizations | 3 | 3.9 |
| (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 | 1 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 186 | 684.9 |
| By Discretionary | ||
| Discretionary | 185 | 682.5 |
| Non-Discretionary | 1 | 2.4 |
| Total | 186 | 684.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 684.9 | |
| Total | 186 | 684.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000922439] | |
| 13F-HR | [0001352526] |
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|---|---|---|
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Fairhaven Wealth Management LLC
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IL | 0.7 |
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KS | 0.7 |
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AZ | 0.7 |
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Paragon Advisors LLC
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TX | 0.7 |
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Old Mission Investment Company LLC
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MI | 0.7 |
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Emerald Advisors LLC
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WA | 0.7 |
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Tennessee Valley Asset Management Partners LLC
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TN | 0.7 |
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Brass Tax Wealth Management Inc
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OH | 0.7 |
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CA | 0.7 |
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Premier Financial Group Inc
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CA | 0.7 |