CRD: 300408
Hartfield Financial & Insurance Services, Inc.
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- Custodian
- Assetmark · Etrade · Great-West Trust
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2019
- Office Locations
- 1
Office Locations
About Hartfield Financial & Insurance Services, Inc.
Hartfield Financial & Insurance Services (HFIS Advisors) is a fiduciary RIA providing integrated financial planning, investment management, and insurance/risk management. The firm specializes in asset allocation and custom portfolio design using mutual funds/ETFs, stocks/bonds, SMAs, annuities, and select alternatives (including private equity/debt). Work often includes tax and retirement strategies, executive benefits planning, estate/trust coordination, and real estate 1031/721 exchange guidance; uses platforms such as AssetMark.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Thomas J. Hartfield
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #4664847
- Ownership
- 75% or more
Debra Darby
DIRECTOR OF MARKETING
- CRD
- --
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,235,473 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,235,473 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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