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HARTLINE INVESTMENT CORPORATION
460 Winnetka Avenue
Suite 5
Winnetka, Illinois 60093
Tel: 312-726-5703
About HARTLINE INVESTMENT CORPORATION
HARTLINE INVESTMENT CORPORATION, formally registered with the SEC as HARTLINE INVESTMENT CORPORATION. The firm was established in 05/18/1990. They have over 1 offices throughout the country.
HARTLINE INVESTMENT CORPORATION is a Winnetka, Illinois based Financial Planning firm with nearly $659,274,146 assets under management, offering retirement planning & investment advisory services to 465 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106923 |
| SEC# | 801-36627 |
| Assets Managed by Firm | $659,274,146 |
| No. of Clients | 465 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 465 | $659,274,146 |
| Individuals (other than high net worth individuals) | 159 | $46,197,337 |
| High net worth individuals | 73 | $451,330,949 |
| Pension and profit sharing plans | 3 | $5,502,563 |
| Charitable organizations | 17 | $156,243,297 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
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