Overview
Assets Under Management: $107 million
High-Net-Worth Clients: 36
Average Client Assets: $2.1 million
Frequently Asked Questions
HARTLEY ADVISORS CORP. 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 #130769), HARTLEY ADVISORS CORP. is subject to fiduciary duty under federal law.
HARTLEY ADVISORS CORP. serves 36 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, HARTLEY ADVISORS CORP. offers portfolio management for individuals. View all service details ↓
HARTLEY ADVISORS CORP. manages $107 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, HARTLEY ADVISORS CORP. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.11%
Average Client Assets: $2.1 million
Total Client Accounts: 410
Discretionary Accounts: 408
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 130769
Filing ID: 2085145
Last Filing Date: 2026-03-27 13:53:41