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HARTLINE INVESTMENT CORPORATION
HARTLINE INVESTMENT CORP.
CRD 106923 · SEC 801-36627
460 WINNETKA AVENUE, SUITE 5, WINNETKA, IL, 60093, United States
Phone
312-726-5703
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$935.5M
Discretionary AUM
$669.3M
Team
6 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 158 | $35.3M |
| High net worth individuals | 90 | $671.9M |
| Pension/profit sharing plans | 1 | $2.6M |
| Charitable organizations | 17 | $225.7M |
States served
AZ, CA, CO, GA, IL, IN, MI, NY, NC, PA, WV, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD