Hartford Investment Advisory Company, LLC (Radnor)

Hartford Investment Advisory Company provides portfolio management for investment companies, selection of other advisers, and registrant provides investment advice to states in connection with 529 plans. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hartford Investment Advisory Company: assets under management

The assets under management (AUM) of Hartford Investment Advisory Company, LLC is $91.48 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $91.35 billion in discretionary accounts and $129.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $982.24 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.89 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hartford Investment Advisory Company, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 7 indirect owners.

Based in Radnor

The principal office where Hartford Investment Advisory Company, LLC performs its advisory services is located at 5 Radnor Corporate Center Suite 300, Radnor, PA 19087, which is also the mailing address of the firm. An additional office of the firm is in Simsbury, CT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-386-1801 or by fax 855-470-5700. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.

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