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Building 2HARTLINE INVESTMENT CORPORATION

Map pinWINNETKA, IL
Phone312-726-5703
NotebookSEC #801-36627
Total AUM
$935.5M
Employees
6
Clients
266

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
460 WINNETKA AVENUE
SUITE 5
WINNETKA
IL 60093
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
312-726-5703

ReceiptFinancials

Total AUM
$935.5M
Accounts
455
Discretionary
$669.3M
Accounts
414
Non-Discretionary
$266.1M
Accounts
41

ContactClients

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Individual Clients
158
AUM
$35.3M
HNW Individual Clients
90
AUM
$671.9M
Pension/Profit Sharing Plan Clients
1
AUM
$2.6M
Charitable Organization Clients
17
AUM
$225.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILINMINCNHNYPATXWAWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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