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).
Total Assets Under Management493MILLION
Total Number of Accounts90ACCOUNTS
Average Account Value$5,478,464
- 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, 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
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.