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Home > Retirement Planners > new jersey > red bank > HARTSHORNE GROUP, LLC
HARTSHORNE GROUP, LLC
One River Centre - 331 Newman Springs Road
Suite 105
Red Bank, New Jersey 07701
Tel: 732-945-3830
About HARTSHORNE GROUP, LLC
HARTSHORNE GROUP, LLC, formally registered with the SEC as HARTSHORNE GROUP, LLC. The firm was established in 09/11/2009. They have over 1 offices throughout the country.
HARTSHORNE GROUP, LLC is a Red Bank, New Jersey based Financial Planning firm with nearly $144,942,368 assets under management, offering retirement planning & investment advisory services to 579 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150897 |
| SEC# | 801-70552 |
| Assets Managed by Firm | $144,942,368 |
| No. of Clients | 579 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 579 | $144,942,368 |
| Individuals (other than high net worth individuals) | 119 | $37,441,931 |
| High net worth individuals | 43 | $101,883,034 |
| Pension and profit sharing plans | 1 | $2,177,613 |
| Corporations or other businesses | 2 | $3,285,821 |
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