|
⚲
|
| Hartford Financial Management Inc
✚
|
|
|---|---|
| CRD # | 105039 |
| SEC # | 801-33701 |
| CIK # | 0000922439, 0001352526 |
| AUM | $715.7 MM (2023-03-24) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 860-241-0028 |
| Address | One Constitution Plaza, 9th Floor Hartford, CT 06103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0000922439 0001352526 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Apple Inc | 2,382.8 | 0.2 | |
| Microsoft Corp | 1,918.2 | 0.2 | |
| Amazon Com Inc | 1,093.0 | 0.1 | |
| Nvidia Corp | 399.6 | 0.1 | |
| Alphabet Inc | 1,475.1 | 0.1 | |
| Tesla Motors Inc | 723.4 | 0.0 | |
| Alphabet Inc | 1,482.6 | 0.0 | |
| UnitedHealth Group Inc | 477.0 | 0.0 | |
| Exxon Mobil Corp | 385.5 | 0.0 | |
| Johnson & Johnson | 465.6 | 0.0 | |
| J P Morgan Chase & Co | 340.2 | 0.0 | |
| VISA Inc | 419.3 | 0.0 | |
| Procter & Gamble Co | 338.1 | 0.0 | |
| Mastercard Inc | 309.6 | 0.0 | |
| Home Depot Inc | 277.6 | 0.0 | |
| Chevron Corp | 294.6 | 0.0 | |
| AbbVie Inc | 269.5 | 0.0 | |
| Lilly Eli & Co | 301.8 | 0.0 | |
| Merck & Co Inc | 232.4 | 0.0 | |
| Broadcom Inc | 201.3 | 0.0 | |
| PepsiCo Inc | 226.8 | 0.0 | |
| Coca Cola Co | 270.0 | 0.0 | |
| Pfizer Inc | 284.2 | 0.0 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 212.3 |
| (b) Individuals (high net worth individuals) | 18 | 164.3 |
| (c) Banking or thrift institutions | 5 | 328.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 7.6 |
| (h) Charitable organizations | 12 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 197 | 715.7 |
| By Discretionary | ||
| Discretionary | 196 | 711.6 |
| Non-Discretionary | 1 | 4.1 |
| Total | 197 | 715.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 715.3 | |
| Total | 197 | 715.7 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0000922439] | |
| 13F-HR | [0001352526] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Tufton Capital Management LLC
✚
|
MD | 0.7 |
|
Richard P Slaughter Associates Inc
✚
|
TX | 0.7 |
|
Coyle Financial Counsel LLC
✚
|
IL | 0.7 |
|
Lafleur & Godfrey LLC
✚
|
MI | 0.7 |
|
CGN Advisors LLC
✚
|
KS | 0.7 |
|
IMA Wealth Inc
✚
|
KS | 0.7 |
|
Brand Asset Management Group Inc
✚
|
MO | 0.7 |
|
Wealth Dimensions Group Ltd
✚
|
OH | 0.7 |
|
Ullmann Wealth Partners Group LLC
✚
|
FL | 0.7 |
|
MLG Wealth Management Inc
✚
|
MN | 0.7 |