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Building 2HART CAPITAL MANAGEMENT, INC.

Map pinSPOKANE, WA
Phone509-444-7007
NotebookSEC #801-58297
Total AUM
$433.6M
Employees
11
Clients
410

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 W. NORTH RIVER DR.
SUITE 380
SPOKANE
WA 99201
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
509-444-7007
Other Offices
1

ReceiptFinancials

Total AUM
$433.6M
Accounts
1,004
Discretionary
$394.9M
Accounts
956
Non-Discretionary
$38.7M
Accounts
48

ContactClients

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Individual Clients
211
AUM
$72.2M
HNW Individual Clients
176
AUM
$328.3M
Pension/Profit Sharing Plan Clients
7
AUM
$26.8M
Charitable Organization Clients
9
AUM
$3M
Corporation or Business Clients
7
AUM
$3.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZIDMTORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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