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HARTFORD FUNDS

690 Lee Road
Wayne, Pennsylvania 19087
Tel: 610-386-1801

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About HARTFORD FUNDS

HARTFORD FUNDS, formally registered with the SEC as HARTFORD FUNDS. The firm was established in 10/19/2012. They have over 1 offices throughout the country.

HARTFORD FUNDS is a Wayne, Pennsylvania based Financial Planning firm with nearly $128,834,812,996 assets under management, offering retirement planning & investment advisory services to 77 clients. The firm is staffed with 384 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#147746
SEC#801-77209
Assets Managed by Firm$128,834,812,996
No. of Clients77
No. of Advisors384

Fee Structure

  • A percentage of AUM
  • Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.)

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
  • Other (REGISTRANT PROVIDES INVESTMENT ADVICE TO STATES IN CONNECTION WITH 529 PLANS AND MODEL RECOMMENDATIONS)

Firm Client Information

No. of ClientsAUM
Firm Total77$128,834,812,996

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