Hartford Funds Management Company, LLC

Hartford Funds Management Company, LLC (CRD# 147746) is a financial advisory firm headquartered in Wayne, PA. They manage $97,388,761,348 in 93 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    97,389
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $1,047,190,982
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, IL, MD, MI, NJ, NY, OH, PA, SC, TX, WI

Financial Advisors at Hartford Funds Management Company, LLC
Showing 1 - 10 of 49 top financial advisors.
1
Derrick J. Amey
CRD#: 4685119
690 Lee Road, Wayne, PA 19087
96
Wealthminder
score

Derrick Amey (CRD# 4685119) is an Investment Advisor Representative working at Hartford Funds Management Company, LLC in Wayne, PA and has over 14 years of experience in the finance industry.

2
William J. Dougherty
CRD#: 3201456
690 Lee Road, Wayne, PA 19087
96
Wealthminder
score

William Dougherty (CRD# 3201456) is an Investment Advisor Representative working at Hartford Funds Management Company, LLC in Wayne, PA and has over 17 years of experience in the finance industry.

3
Peter G. Egginton
CRD#: 2933068
5 Radnor Corporate Center Suite 300, 100 Matsonford Road, Radnor, PA 19087
96
Wealthminder
score

Peter Egginton (CRD# 2933068) is an Investment Advisor Representative working at Hartford Funds Management Company, LLC in Radnor, PA and has over 8 years of experience in the finance industry.

4
Brian E. Kraus
CRD#: 4369838
690 Lee Road, Wayne, PA 19087
96
Wealthminder
score

Brian Kraus (CRD# 4369838) is an Investment Advisor Representative working at Hartford Funds Management Company, LLC in Wayne, PA and has over 16 years of experience in the finance industry.

5
Anita L. Baldwin
CRD#: 4735124
690 Lee Road, Wayne, PA 19087
93
Wealthminder
score

Anita Baldwin (CRD# 4735124) is an Investment Advisor Representative working at Hartford Funds Management Company, LLC in Wayne, PA and has over 13 years of experience in the finance industry.

6
John H. Boyd
CRD#: 2454158
Sparks, MD
93
Wealthminder
score

John Boyd (CRD# 2454158) is an Investment Advisor Representative working at Hartford Funds Management Company, LLC in Sparks, MD and has over 23 years of experience in the finance industry.

7
Brian K. Carlisle
CRD#: 4533421
690 Lee Road, Wayne, PA 19087
93
Wealthminder
score

Brian Carlisle (CRD# 4533421) is an Investment Advisor Representative working at Hartford Funds Management Company, LLC in Wayne, PA and has over 15 years of experience in the finance industry.

8
Patrick J. Carroll
CRD#: 5516390
Atlanta, GA
93
Wealthminder
score

Patrick Carroll (CRD# 5516390) is an Investment Advisor Representative working at Hartford Funds Management Company, LLC in Atlanta, GA and has over 9 years of experience in the finance industry.

9
Edward J. Cisowski
CRD#: 4669391
Naperville, IL
93
Wealthminder
score

Edward Cisowski (CRD# 4669391) is an Investment Advisor Representative working at Hartford Funds Management Company, LLC in Naperville, IL and has over 14 years of experience in the finance industry.

10
Joel A. Cohen
CRD#: 5817731
690 Lee Road, Wayne, PA 19087
93
Wealthminder
score

Joel Cohen (CRD# 5817731) is an Investment Advisor Representative working at Hartford Funds Management Company, LLC in Wayne, PA and has over 7 years of experience in the finance industry.

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