Hartwell & Company

Overview

Hartwell & Company is a small, independent registered investment advisor organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients, concentrating on financial planning and discretionary portfolio management for individuals and small businesses. Its fee model includes AUM-based fees as well as hourly and fixed-fee arrangements. Hartwell does not position itself as an active ESG investor. The firm operates with a modest advisory scope rather than acting as a capital allocator or pension consultant. It maintains industry connections with accountants and insurance companies, which appear to feed into its planning and product distribution activities.

Assets & Accounts

Public Holdings

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Location & Offices