Hartford Investment Advisory Company, LLC is a large advisory firm based in Radnor. It manages $91.48 billion of regulatory assets for 115 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Connecticut and Pennsylvania.
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.
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 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.
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.