Hartland & Co Review

Trust Score 99%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

Hartland & Co, federally registered in 1988, is a Registered Investment Advisor (RIA) in 21 state(s) with a licensed staff of 8 advisors. Hartland & Co manages $4.3 billion and provides investment advisory services for 683 clients (1:86 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $6,342,591
Hybrid Advisor No
Disciplinary History No
Total AUM $4.3 billion
Advisor / Client Ratio 1:86
Headquarters Cleveland, OH
SEC Filings Forms and Brochures    (CRD # 105674)
State(s) Registered CA, FL, IL, IN, ME, MD, MA, MI, MN, NE, NH, NJ, NY, NC, OH, PA, SC, TX, VT, VA, WA

Questions & Answers

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Leslie wrote: Are your fees commission based?

1 month ago
Response from Jessica H at Investor.com

Hartland & Co. currently does not accept commissions.

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