Hartman Financial Planning

Hartman Financial Planning (CRD# 142122) is a financial advisory firm headquartered in Santa Clarita, CA. They manage $6,900,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
18723 Via Princessa, # 1122, Santa Clarita, CA 91387
http://www.hartmanfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $345,000
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Hartman Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Bradley Hartman, financial advisor Glendale CA
Bradley J. Hartman
CRD#: 5276715
1436 W. Glenoaks Bl., # 230, Glendale, CA 91201

Bradley Hartman (CRD# 5276715) is an Investment Advisor Representative working at Hartman Financial Planning in Glendale, CA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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