Be advised. This firm is no longer registered.

Hartwell J M Ltd Partnership

Hartwell J M Ltd Partnership (CRD# 106154) is a financial advisory firm headquartered in New York, NY. They manage $534,738,327 in 87 accounts and serve the financial needs of clients across 19 states (or territories).

Current Firm Details
515 Madison Ave, New York, NY 10022
http://www.jmhartwell.com
By the Numbers
  • Total Assets Under Management
    535
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $6,146,418
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
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MS, NH, NJ, NY, OH, RI, TX

Financial Advisors at Hartwell J M Ltd Partnership
No Advisor Found.

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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