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HARDY & HARDY CO LLC
CRD 145088 · SEC 801-129299
3605 SHAWNEE ROAD, LIMA, OH, 45806, United States
Phone
419-998-8955
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$269.4M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-05
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $88.2M |
| High net worth individuals | 154 | $152.5M |
| Pension/profit sharing plans | 29 | $28.7M |
States served
OH
Official SEC filing: View on IAPD