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HFM WEALTH MANAGEMENT
HARTFORD FINANCIAL MANAGEMENT INC
CRD 105039 · SEC 801-33701
65 LASALLE ROAD STE 307, WEST HARTFORD, CT, 06107, United States
Phone
860-241-0028
Fax
888-307-6981
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$699.6M
Discretionary AUM
$697.7M
Team
10 total employees; 6 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 145 | $195.0M |
| High net worth individuals | 31 | $297.9M |
| Banking/thrift institutions | 2 | $193.1M |
| Pension/profit sharing plans | 2 | $7.4M |
| Charitable organizations | 4 | $5.2M |
| Corporations/business entities | 1 | $1.0M |
States served
CA, DE, GA, MD, MA, NY, RI, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD