LATTICE STRATEGIES LLC
Legal name: HARTFORD FUNDS
CRD #130373 SEC #801-63451 WAYNE, PA 610-386-1801
SEC Registered
Total AUM
$1.8B
Discretionary
$1.8B
Employees
387
Clients
--
Accounts
9
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.8B | $1.8B | $0 | 387 | 0 |
| Jan 2025 | $2.1B | $2.1B | $0 | 384 | 0 |
| Mar 2024 | $2.1B | $2.1B | $0 | 384 | 0 |
| Mar 2023 | $2B | $2B | $0 | 372 | 0 |
| Mar 2022 | $2.4B | $2.4B | $0 | 366 | 0 |
| Mar 2021 | $2.4B | $2.4B | $0 | 371 | 0 |
| Mar 2020 | $3.3B | $3.3B | $0 | 370 | 0 |
| Jul 2019 | $2.7B | $2.7B | $0 | 354 | 0 |
| Mar 2019 | $1.8B | $1.8B | $0 | 354 | 3 |
| Jun 2018 | $405.8M | $405.8M | $0 | 338 | 5 |
| Mar 2018 | $405.8M | $405.8M | $0 | 338 | 5 |
| May 2017 | $209.7M | $208.9M | $809.6K | 347 | 102 |
| Mar 2017 | $209.7M | $208.9M | $809.6K | 347 | 102 |
| Aug 2016 | $215.9M | $208.8M | $7.1M | 26 | 300 |
| Mar 2016 | $215.9M | $208.8M | $7.1M | 26 | 300 |
| Mar 2016 | $215.9M | $208.8M | $7.1M | 26 | 300 |
| Mar 2016 | $215.9M | $208.8M | $7.1M | 26 | 300 |
| Dec 2015 | $251.4M | $236.5M | $14.9M | 25 | 300 |
| Oct 2015 | $251.4M | $236.5M | $14.9M | 25 | 300 |
| May 2015 | $316.1M | $305.2M | $11M | 20 | 300 |
| Mar 2015 | $316.1M | $305.2M | $11M | 20 | 300 |
| Sep 2014 | $352.7M | $352.7M | $0 | 18 | 200 |
| Mar 2014 | $334M | $334M | $0 | 17 | 200 |
| Aug 2013 | $330.3M | $313.4M | $16.9M | 14 | 200 |
| Mar 2013 | $283.6M | $268.1M | $15.5M | 13 | 200 |
| Sep 2012 | $211.1M | $193.6M | $17.5M | 6 | 100 |
| Mar 2012 | $172.6M | $154.7M | $17.9M | 6 | 26 |
| Mar 2011 | $139.7M | $128.9M | $10.8M | 10 | -- |
| Oct 2010 | $106.3M | $91.2M | $15M | 10 | -- |
| Oct 2010 | $106.3M | $91.2M | $15M | 10 | -- |
| Mar 2009 | $158.6M | $58.6M | $100M | 5 | -- |
| Mar 2008 | $117.7M | $77.3M | $40.4M | 5 | -- |
| Mar 2007 | $47.2M | $13.8M | $33.3M | 5 | -- |
| Mar 2006 | $53.1M | $19.4M | $33.7M | 5 | -- |
| Sep 2005 | $27.9M | $11.7M | $16.2M | 5 | -- |
| May 2005 | $27.9M | $11.7M | $16.2M | 5 | -- |
| Jan 2005 | $27.9M | $11.7M | $16.2M | 5 | -- |
DateMar 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees387
Clients0
DateJan 2025
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees384
Clients0
DateMar 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees384
Clients0
DateMar 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees372
Clients0
DateMar 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees366
Clients0
DateMar 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees371
Clients0
DateMar 2020
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees370
Clients0
DateJul 2019
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees354
Clients0
DateMar 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees354
Clients3
DateJun 2018
Total AUM$405.8M
Discretionary$405.8M
Non-Disc.$0
Employees338
Clients5
DateMar 2018
Total AUM$405.8M
Discretionary$405.8M
Non-Disc.$0
Employees338
Clients5
DateMay 2017
Total AUM$209.7M
Discretionary$208.9M
Non-Disc.$809.6K
Employees347
Clients102
DateMar 2017
Total AUM$209.7M
Discretionary$208.9M
Non-Disc.$809.6K
Employees347
Clients102
DateAug 2016
Total AUM$215.9M
Discretionary$208.8M
Non-Disc.$7.1M
Employees26
Clients300
DateMar 2016
Total AUM$215.9M
Discretionary$208.8M
Non-Disc.$7.1M
Employees26
Clients300
DateMar 2016
Total AUM$215.9M
Discretionary$208.8M
Non-Disc.$7.1M
Employees26
Clients300
DateMar 2016
Total AUM$215.9M
Discretionary$208.8M
Non-Disc.$7.1M
Employees26
Clients300
DateDec 2015
Total AUM$251.4M
Discretionary$236.5M
Non-Disc.$14.9M
Employees25
Clients300
DateOct 2015
Total AUM$251.4M
Discretionary$236.5M
Non-Disc.$14.9M
Employees25
Clients300
DateMay 2015
Total AUM$316.1M
Discretionary$305.2M
Non-Disc.$11M
Employees20
Clients300
DateMar 2015
Total AUM$316.1M
Discretionary$305.2M
Non-Disc.$11M
Employees20
Clients300
DateSep 2014
Total AUM$352.7M
Discretionary$352.7M
Non-Disc.$0
Employees18
Clients200
DateMar 2014
Total AUM$334M
Discretionary$334M
Non-Disc.$0
Employees17
Clients200
DateAug 2013
Total AUM$330.3M
Discretionary$313.4M
Non-Disc.$16.9M
Employees14
Clients200
DateMar 2013
Total AUM$283.6M
Discretionary$268.1M
Non-Disc.$15.5M
Employees13
Clients200
DateSep 2012
Total AUM$211.1M
Discretionary$193.6M
Non-Disc.$17.5M
Employees6
Clients100
DateMar 2012
Total AUM$172.6M
Discretionary$154.7M
Non-Disc.$17.9M
Employees6
Clients26
DateMar 2011
Total AUM$139.7M
Discretionary$128.9M
Non-Disc.$10.8M
Employees10
Clients--
DateOct 2010
Total AUM$106.3M
Discretionary$91.2M
Non-Disc.$15M
Employees10
Clients--
DateOct 2010
Total AUM$106.3M
Discretionary$91.2M
Non-Disc.$15M
Employees10
Clients--
DateMar 2009
Total AUM$158.6M
Discretionary$58.6M
Non-Disc.$100M
Employees5
Clients--
DateMar 2008
Total AUM$117.7M
Discretionary$77.3M
Non-Disc.$40.4M
Employees5
Clients--
DateMar 2007
Total AUM$47.2M
Discretionary$13.8M
Non-Disc.$33.3M
Employees5
Clients--
DateMar 2006
Total AUM$53.1M
Discretionary$19.4M
Non-Disc.$33.7M
Employees5
Clients--
DateSep 2005
Total AUM$27.9M
Discretionary$11.7M
Non-Disc.$16.2M
Employees5
Clients--
DateMay 2005
Total AUM$27.9M
Discretionary$11.7M
Non-Disc.$16.2M
Employees5
Clients--
DateJan 2005
Total AUM$27.9M
Discretionary$11.7M
Non-Disc.$16.2M
Employees5
Clients--