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HARTFIELD FINANCIAL & INSURANCE SERVICES, INC.
CRD 300408
11856 BALBOA BLVD #669, GRANADA HILLS, CA, 91344, United States
Phone
(805) 522-5815
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$28.2M
Discretionary AUM
$28.2M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 107 | $28.2M |
All web addresses on file
Official SEC filing: View on IAPD