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HART FINANCIAL, LLC
CRD 291530
148 WEST 2ND ST., AKRON, CO, 80720, United States
Phone
970-345-0369
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$78.5M
Discretionary AUM
$78.5M
Team
1 total employees; 1 advisory reps; 423 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 401 | $47.8M |
| High net worth individuals | 17 | $28.8M |
| Charitable organizations | 1 | $671K |
| State/municipal entities | 2 | $1.0M |
| Corporations/business entities | 2 | $211K |
All web addresses on file
Official SEC filing: View on IAPD