RIA Intel›Advisers›Massachusetts›HARTMAN, JEREMY

HARTMAN, JEREMY

Advisory

MA

Data as of May 31, 2023 · Source: SEC Form ADV

Rank in MA
#1,541
of 1,590 advisers by AUM
Average account
$26K
across 60 accounts
AUM per adviser
$2M
1 adviser

Source: SEC Form ADV. Figures as filed May 31, 2023.

Total AUM
$2M
Discretionary %
0%
Clients
60
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$2M
Discretionary AUM$0
Non-Discretionary AUM$2M
Discretionary %0%
Total Clients60
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

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ALLEN FINANCIAL ADVISORS INC
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+17.8% 1Y

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