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- Custodian
- BNY Mellon · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FrontierFoundation +more
- Established Date
- 07-01-2015
- Office Locations
- 1
Office Locations
About Haddon Wealth Management, LLC
Haddon Wealth Management, LLC provides investment management and strategic, tax-efficient wealth planning for individuals and families, built around a disciplined, fundamentals-based investment approach. Led by CFP® Gregory M. Hart, the firm delivers comprehensive financial planning and estate planning support, coordinating recommendations with a structured planning process. Custody is available through Charles Schwab.
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Owner & Executives
GREGORY MATLACK HART
Chief Compliance Officer, Investment Advisor, PRINCIPAL
- CRD
- #2178458
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,391,742 | -- |
| Non-Discretionary | $0 | -- |
| Total | $90,391,742 | -- |
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Separately Managed Accounts
Total SMA Asset: $90,391,742
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,277,350,663 | 24.2% |
| Equity - Exchange | $411,708,065 | 7.8% |
| Cash | $696,736,725 | 13.2% |
| Municipal Bonds | $506,717,618 | 9.6% |
| Private Funds | $422,264,682 | 8.0% |
| Corporate - Investment Grade | $607,005,480 | 11.5% |
| U.S. Government/Agency | $1,356,525,292 | 25.7% |
| Total | $5,278,308,525 | 100.0% |