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HARTMAN FINANCIAL PLANNING
OPTIONS TRADING & EDUCATION, LLC
CRD 142122
18723 VIA PRINCESSA, # 1122, SANTA CLARITA, CA, 91387, United States
Phone
888-367-8466
Fax
866-734-1286
Registration
— (—)
Source
State registered
Total AUM
$7.3M
Discretionary AUM
$5.1M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Hourly charges; Fixed fees; ANNUAL FLAT FEE
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Market timingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $2.6M |
All web addresses on file
Official SEC filing: View on IAPD