Mcdonald Hartman Wealth Advisors

Mcdonald Hartman Wealth Advisors (CRD# 316031) is a financial advisory firm headquartered in Los Angeles, CA. They manage $17,500,000 in 56 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
11755 Wilshire Blvd, Suite 1250, Los Angeles, CA 90025
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $312,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mcdonald Hartman Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Michael Hartman, financial advisor Los Angeles CA
Michael P. Hartman
CRD#: 6020345
11755 Wilshire Blvd, Suite 1250, Los Angeles, CA 90025

Michael Hartman (CRD# 6020345) is an Investment Advisor Representative working at Mcdonald Hartman Wealth Advisors in Los Angeles, CA and has over 10 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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