Hartford Financial Management is an investment advisor in Hartford with $848.49 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
222937447
SEC advisor number
801-33701
FINRA CRD number
105039
AUM ?
$848.49 mm
(as of 2 Aug 22)
Accounts
195
(as of 2 Aug 22)
Employees
11
(7 investment advisory or research)
Address
Hartford Financial Management
1 CONSTITUTION PLAZA FLOOR 9
HARTFORD
CT 06103-1816
1 CONSTITUTION PLAZA FLOOR 9
HARTFORD
CT 06103-1816
Office hours
Monday - Friday, 9:00 AM TO 5:00 PM
Phone
860-241-0028
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Quiros, Rafael, Dario | President | 10/1988 | > 75% |
Cohen, Ann, Eugenie | Chief Compliance Officer, Treasurer | 09/2004 | < 5% |
Quiros, Kevin, Charles | Vice President | 10/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22