Hartman, Jeremy
RIASEC Registered
Total AUM
$1.6M
Discretionary
$0
0% of AUM
Avg account
$25.8K
Accounts
60
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 152508
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Jeremy Hartman operates as a sole-proprietor independent registered investment adviser serving individuals and families, with a practice that also works with small businesses. The firm combines portfolio management with insurance brokerage services and bills clients via a percentage-of-assets-under-management fee and by the hour. The adviser is not positioned as an ESG-focused allocator and does not operate as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Cash & Cash Equivalents30%
Contacts
1 of 1Jeremy Hartman
Financial AdvisorCRD 3001516
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations