Overview
Assets Under Management: $400 million
Headquarters: COUER D'ALENE, ID
High-Net-Worth Clients: 142
Average Client Assets: $1.9 million
Frequently Asked Questions
HART CAPITAL MANAGEMENT, INC. 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 #112108), HART CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
HART CAPITAL MANAGEMENT, INC. is headquartered in COUER D'ALENE, ID.
HART CAPITAL MANAGEMENT, INC. serves 142 high-net-worth clients according to their SEC filing dated September 05, 2018. View client details ↓
According to their SEC Form ADV, HART CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
HART CAPITAL MANAGEMENT, INC. manages $400 million in client assets according to their SEC filing dated September 05, 2018.
According to their SEC Form ADV, HART CAPITAL MANAGEMENT, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 142
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.02%
Average Client Assets: $1.9 million
Total Client Accounts: 951
Discretionary Accounts: 894
Non-Discretionary Accounts: 57
Regulatory Filings
CRD Number: 112108
Filing ID: 1239148
Last Filing Date: 2018-09-05 14:51:00