Hartford Funds

RIASEC RegisteredEst. 2004
Total AUM
$2.2B
Discretionary
$2.2B
100% of AUM
Avg account
$308M
Accounts
7
Employees
368
Advisory reps
6

Firm details

Headquarters
Wayne, Pennsylvania
CRD number
130373
Registered since
August 18, 2004
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Hartford Funds is organized as a limited liability company and has been SEC-registered since 2004. The firm positions itself as an institutional capital allocator and adviser that provides portfolio management for investment companies and selects other advisers on behalf of its clients. Its business footprint includes activity as a commodity pool operator/commodity trading advisor (CPO/CTA). Clients are charged on a percentage-of-assets-under-management basis. The firm is identified as owned by domestic entities and individuals and is not described as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Vernon Meyer

    Vernon Meyer

    Managing Director, Chief Investment OfficerCRD 2416119

  • Gregory Frost

    Gregory Frost

    CFOCRD 2864924

  • Amy Furlong

    Amy Furlong

    Chief Financial OfficerCRD 4835814

Unlock 2 more executives

Contacts

1 of 1
  • Walter Garger

    Walter Garger

    General CounselCRD 4753411

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Wayne, PA

Delaware

Location

Wayne, PA

Headquartered in Wayne, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
690 Lee Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth