Hart Capital Management Review


Trust Score 96%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

Share Firm Profile

Hart Capital Management, federally registered in 2001, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 10 advisors. Hart Capital Management manages $363.6 million and provides investment advisory services for 392 clients (1:40 advisor/client ratio). This firm does not have a disciplinary history.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down



Download PDF


Firm Information


Feature Value
Minimum Investment $250,000
Average Client Balance $927,528
Hybrid Advisor No
Disciplinary History No
Total AUM $363.6 million
Advisor / Client Ratio 1:40
Headquarters Spokane, WA
SEC Filings Forms and Brochures    (CRD # 112108)
State(s) Registered ID, MT, OR, SC, WA


Questions & Answers



Get answers about Hart Capital Management


Ask a question question_answer