HARTFORD FINANCIAL MANAGEMENT INC
Legal name: HFM WEALTH MANAGEMENT
CRD #105039 SEC #801-33701 WEST HARTFORD, CT 860-241-0028
SEC Registered
Total AUM
$713M
Discretionary
$710.7M
Employees
10
Clients
51
Accounts
186
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $713M | $710.7M | $2.3M | 10 | 0 |
| Jan 2025 | $713M | $710.7M | $2.3M | 10 | 0 |
| Mar 2024 | $684.9M | $682.5M | $2.4M | 10 | 0 |
| Mar 2023 | $715.7M | $711.6M | $4.1M | 10 | 0 |
| Aug 2022 | $848.5M | $801.5M | $46.9M | 11 | 0 |
| Mar 2022 | $848.5M | $801.5M | $46.9M | 11 | 0 |
| Mar 2021 | $766.1M | $723.6M | $42.5M | 10 | 0 |
| May 2020 | $748.6M | $711.3M | $37.3M | 10 | 0 |
| Mar 2020 | $748.6M | $711.3M | $37.3M | 10 | 0 |
| Mar 2019 | $698.8M | $665.1M | $33.7M | 10 | 0 |
| Mar 2018 | $736.2M | $701.9M | $34.3M | 10 | 0 |
| Mar 2017 | $675.2M | $649.8M | $25.4M | 10 | 200 |
| Mar 2016 | $723.3M | $699.5M | $23.8M | 10 | 200 |
| Mar 2015 | $757.5M | $731.8M | $25.8M | 10 | 152 |
| Jul 2014 | $809.4M | $786.1M | $23.3M | 10 | 146 |
| Mar 2014 | $809.4M | $786.1M | $23.3M | 10 | 146 |
| Mar 2013 | $763.4M | $743.6M | $19.8M | 10 | 142 |
| Mar 2012 | $730.9M | $715.3M | $15.6M | 6 | 134 |
| Mar 2011 | $665.1M | $650.2M | $14.9M | 10 | -- |
| Apr 2009 | $477.5M | $477.5M | $0 | 10 | -- |
| Mar 2008 | $450.9M | $450.9M | $0 | 10 | -- |
| Mar 2007 | $453.9M | $417M | $36.9M | 10 | -- |
| Sep 2005 | $593.2M | $547.2M | $46M | 10 | -- |
| Mar 2002 | $407.4M | $352.5M | $54.9M | 10 | -- |
DateMar 2025
Total AUM$713M
Discretionary$710.7M
Non-Disc.$2.3M
Employees10
Clients0
DateJan 2025
Total AUM$713M
Discretionary$710.7M
Non-Disc.$2.3M
Employees10
Clients0
DateMar 2024
Total AUM$684.9M
Discretionary$682.5M
Non-Disc.$2.4M
Employees10
Clients0
DateMar 2023
Total AUM$715.7M
Discretionary$711.6M
Non-Disc.$4.1M
Employees10
Clients0
DateAug 2022
Total AUM$848.5M
Discretionary$801.5M
Non-Disc.$46.9M
Employees11
Clients0
DateMar 2022
Total AUM$848.5M
Discretionary$801.5M
Non-Disc.$46.9M
Employees11
Clients0
DateMar 2021
Total AUM$766.1M
Discretionary$723.6M
Non-Disc.$42.5M
Employees10
Clients0
DateMay 2020
Total AUM$748.6M
Discretionary$711.3M
Non-Disc.$37.3M
Employees10
Clients0
DateMar 2020
Total AUM$748.6M
Discretionary$711.3M
Non-Disc.$37.3M
Employees10
Clients0
DateMar 2019
Total AUM$698.8M
Discretionary$665.1M
Non-Disc.$33.7M
Employees10
Clients0
DateMar 2018
Total AUM$736.2M
Discretionary$701.9M
Non-Disc.$34.3M
Employees10
Clients0
DateMar 2017
Total AUM$675.2M
Discretionary$649.8M
Non-Disc.$25.4M
Employees10
Clients200
DateMar 2016
Total AUM$723.3M
Discretionary$699.5M
Non-Disc.$23.8M
Employees10
Clients200
DateMar 2015
Total AUM$757.5M
Discretionary$731.8M
Non-Disc.$25.8M
Employees10
Clients152
DateJul 2014
Total AUM$809.4M
Discretionary$786.1M
Non-Disc.$23.3M
Employees10
Clients146
DateMar 2014
Total AUM$809.4M
Discretionary$786.1M
Non-Disc.$23.3M
Employees10
Clients146
DateMar 2013
Total AUM$763.4M
Discretionary$743.6M
Non-Disc.$19.8M
Employees10
Clients142
DateMar 2012
Total AUM$730.9M
Discretionary$715.3M
Non-Disc.$15.6M
Employees6
Clients134
DateMar 2011
Total AUM$665.1M
Discretionary$650.2M
Non-Disc.$14.9M
Employees10
Clients--
DateApr 2009
Total AUM$477.5M
Discretionary$477.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$450.9M
Discretionary$450.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$453.9M
Discretionary$417M
Non-Disc.$36.9M
Employees10
Clients--
DateSep 2005
Total AUM$593.2M
Discretionary$547.2M
Non-Disc.$46M
Employees10
Clients--
DateMar 2002
Total AUM$407.4M
Discretionary$352.5M
Non-Disc.$54.9M
Employees10
Clients--