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Home > Retirement Planners > texas > dallas > HARTMANN TAYLOR WEALTH MANAGEMENT, LLC
HARTMANN TAYLOR WEALTH MANAGEMENT, LLC
2346 Victory Park Lane
Dallas, Texas 75219
Tel: 214-732-4243
About HARTMANN TAYLOR WEALTH MANAGEMENT, LLC
HARTMANN TAYLOR WEALTH MANAGEMENT, LLC, formally registered with the SEC as HARTMANN TAYLOR WEALTH MANAGEMENT, LLC. The firm was established in 10/15/2020. They have over 1 offices throughout the country.
HARTMANN TAYLOR WEALTH MANAGEMENT, LLC is a Dallas, Texas based Financial Planning firm with nearly $164,943,976 assets under management, offering retirement planning & investment advisory services to 385 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310334 |
| SEC# | 801-119637 |
| Assets Managed by Firm | $164,943,976 |
| No. of Clients | 385 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (BILL PAYING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 385 | $164,943,976 |
| Individuals (other than high net worth individuals) | 26 | $5,808,639 |
| High net worth individuals | 38 | $158,835,623 |
| Charitable organizations | 1 | $299,714 |
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