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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. 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.

Registered investment advisers similar to Hartford Investment Advisory Company, LLC

• Mfc Global Investment Management (U.S.A.) Limited
• Ing Investment Management
• Boston Partners Global Investors
• Putnam Investment Management
• Candriam Belgium
• Nuveen Alternatives Advisors
• Stamford Harbor Capital
• Schwab Private Client Investment Advisory
• Galliard Capital Management
• First Eagle Investment Management
• Sb Vision Advisers Us
• Hartford Investment Management Company
• Fisher Asset Management
• Bofa Advisors
• Mercer Investments