Hartman, William Denton
Firm details
- Headquarters
- Batesville, Mississippi
- CRD number
- 130469
- Custodians
- FIFTH THIRD BANK N.A.
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
William Denton Hartman operates a sole proprietorship registered as an institutional RIA that provides portfolio management for businesses and other institutional clients. The firm manages accounts on a percentage-of-AUM fee basis and delivers services in a non-discretionary format. It does not market itself as a capital allocator, pension consultant, or multi-state adviser, and it is not identified as an active ESG investor.
Assets & Accounts
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
- US Government Bonds100%
Contacts
1 of 1William Hartman
Investment Advisor RepresentativeCRD 2445010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Batesville, MS
Panola
Location
Batesville, MS
Headquartered in Batesville, MS, in the South of the United States.
- Region
- South
- County
- Panola
- Address
- 275 Highway 6 W
- Time zone
- CT (UTC-6)
- Office locations
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