Hartwell & Company

Overview

Hartwell & Company is an independent, individually owned registered advisory firm organized as an LLC that serves both individual/family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm charges clients via percentage-of-assets, hourly rates, and fixed fees. It does not position itself as a capital allocator, does not market ESG investing as an active focus, and is not structured as a multi-state or pension consultant practice. Industry relationships noted in filings include affiliations with an accountant and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices