H
$54.8M Total AUM
$54.8M Disc. AUM
-- 3Y CAGR
3 Employees
154 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-06-2022
- Office Locations
- 2
Office Locations
12760 Stroh Ranch WAY Suite 102 Parker CO
800 Port ST Suite D ST Joseph MI
About Hartwell & Company
Hartwell & Company is a ST Joseph-based RIA with 2 offices. The firm has been operating for 3 years. Managing $54.8M in total assets under management, with 3 advisory representatives. They custody assets with LPL Financial.
Team overview
62 AVG AGE
$18.3M AVG AUM / ADVISOR
$356.1K AVG AUM / CLIENT
3.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
JAMES VERSLUIS HARTWELL
Chief Compliance Officer, Owner
- CRD
- #2843080
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
Michael Angelo DeRosa Jr
--
- CRD
- #7573327
Available
Available
Available
RYAN JAMES HARTWELL
Financial Advisor
- CRD
- #6819393
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,845,174 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,845,174 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Other:
Available Cash:
Available Equity - Exchange:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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