HT Partners LLC
Firm details
- Headquarters
- Centerbrook, Connecticut
- CRD number
- 147400
- Registered since
- September 3, 2008
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.18%
- Individuals12.15%
- Pension & Profit Sharing Plans2.06%
- Corporations / Businesses0.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
HT Partners LLC is an independent, owner-managed RIA organized as an LLC and registered with the SEC in 2008. The firm advises both individual/family clients and institutional entities, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee model includes percentage-of-AUM billing along with hourly and fixed-fee arrangements. HT Partners does not present itself as an ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds80%
- Cash & Cash Equivalents9%
- Exchange Traded Equities6%
- Non-Exchange Traded Equities4%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$332M in ETFs
100%
$331M
0%
$996K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $177M | 6,053,912 | 53.46% |
Location
Centerbrook, CT
Middlesex
Location
Centerbrook, CT
Headquartered in Centerbrook, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Middlesex
- Address
- 6 Main St
- Time zone
- ET (UTC-5)
- Office locations
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