Overview
Assets Under Management: $252 million
Headquarters: LIMA, OH
High-Net-Worth Clients: 131
Average Client Assets: $950,982
Frequently Asked Questions
HARDY & HARDY CO LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145088), HARDY & HARDY CO LLC is subject to fiduciary duty under federal law.
HARDY & HARDY CO LLC is headquartered in LIMA, OH.
HARDY & HARDY CO LLC serves 131 high-net-worth clients according to their SEC filing dated January 13, 2025. View client details ↓
According to their SEC Form ADV, HARDY & HARDY CO LLC offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
HARDY & HARDY CO LLC manages $252 million in client assets according to their SEC filing dated January 13, 2025.
According to their SEC Form ADV, HARDY & HARDY CO LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.47
Average High-Net-Worth Client Assets: $950,982
Total Client Accounts: 324
Non-Discretionary Accounts: 324
Regulatory Filings
CRD Number: 145088
Last Filing Date: 2025-01-13 00:00:00
Website: https://lpl.com