RIA · CRD 300408

Updated:

Hartfield Financial & Insurance Services

HARTFIELD FINANCIAL & INSURANCE SERVICES, INC. is a state-registered investment adviser in GRANADA HILLS, CA. The firm manages approximately $28 million in...

Hartfield Financial & Insurance Services

HARTFIELD FINANCIAL & INSURANCE SERVICES, INC. is a state-registered investment adviser in GRANADA HILLS, CA. The firm manages approximately $28 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Sector focus

Financial ServicesInsurance

Frequently asked questions

What is Hartfield Financial & Insurance Services' known posture on co-investments?

No public record exists of Hartfield Financial & Insurance Services making co-investments alongside other institutions. The firm's low public profile makes it unlikely to be a visible co-investor in private market deals.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Previous registered investment adviserSerenity Wealth AdvisorsNext registered investment adviserBrentview Investment Management

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