Hartman, Jeremy

Overview

Hartman, Jeremy operates as a sole proprietorship focused on providing portfolio management services primarily for individuals and small businesses. The firm does not classify itself as a capital allocator and does not engage in ESG investing. Hartman, Jeremy also functions as an insurance broker, which is an integral part of its business activities. The firm’s fee structure includes a percentage of assets under management (AUM) as well as hourly charges, allowing for flexibility in how clients are billed for services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices