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Hartman Financial Planning
HARTMAN FINANCIAL PLANNING is an SEC-registered investment adviser in SANTA CLARITA, CA. The firm manages approximately $5 million in regulatory assets, $2...
Hartman Financial Planning
HARTMAN FINANCIAL PLANNING is an SEC-registered investment adviser in SANTA CLARITA, CA. The firm manages approximately $5 million in regulatory assets, $2 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Sector focus
Frequently asked questions
Who runs investment decisions at Hartman Financial Planning?
No named investment professional or principal is publicly associated with Hartman Financial Planning. The firm appears to have no disclosed leadership, CIO, or managing director in public records or firm communications.
What is Hartman Financial Planning's investment strategy?
The firm's investment strategy is not publicly documented. As an RIA, it likely provides financial planning and discretionary asset management, but no asset-class preferences, sector focuses, or stage targets have been disclosed.
Does Hartman Financial Planning accept external capital or co-investments?
There is no public information suggesting Hartman Financial Planning accepts external capital, co-investors, or fund commitments. The firm may operate as a boutique advisor for a limited client base.
Where is the underlying wealth at Hartman Financial Planning from?
The source of the underlying wealth managed by Hartman Financial Planning is not disclosed. No founding family, principal background, or wealth-origin story is available in public sources.
How does Hartman Financial Planning source proprietary deal flow?
No proprietary deal flow or sourcing model is described for Hartman Financial Planning. The firm's investment approach may rely on traditional financial planning products rather than direct private-market deals.
Profile maintained by Altss 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.
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