Hartwell J M Ltd Partnership
Hartwell J M Ltd Partnership (CRD# 106154) is a financial advisory firm headquartered in New York, NY. They manage $446,929,919 in 87 accounts and serve the financial needs of clients across 19 states (or territories).
Total Assets Under Management447MILLION
Total Number of Accounts87ACCOUNTS
Average Account Value$5,137,126
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MS, NH, NJ, NY, OH, RI, TX
Adrian Dawes (CRD# 2622285) is an Investment Advisor Representative working at Hartwell J M Ltd Partnership in New York, NY and has over 22 years of experience in the finance industry.