Hartwell J M Ltd Partnership

Hartwell J M Ltd Partnership (CRD# 106154) is a financial advisory firm headquartered in New York, NY. They manage $493,061,788 in 90 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    493
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $5,478,464
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
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.

AL, AR, AZ, CA, CT, DE, FL, GA, HI, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VT, WA, WI

Financial Advisors at Hartwell J M Ltd Partnership
Showing 1 - 1 of 1 top financial advisors.
1
Adrian S. Dawes
CRD#: 2622285
515 Madison Avenue, 31st Floor, New York, NY 10022
93
Wealthminder
score

Adrian Dawes (CRD# 2622285) is an Investment Advisor Representative working at Hartwell J M Ltd Partnership in New York, NY and has over 21 years of experience in the finance industry.

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