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
Mcdonald Hartman Wealth Advisors
By the Numbers
-
Total Assets Under Management18MILLION
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Total Number of Accounts56ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Mcdonald Hartman Wealth Advisors
1
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.
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