Michael
Tobin

Hartford Funds

CRD#2058822
Investment Advisor
in San Diego, CA

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About this Advisor

Michael Tobin is a financial advisor based in San Diego, California, working with Hartford Funds. Michael has previously held positions at Hartford Funds Distributors, LLC and Hartford Funds Management Company, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Michael is part of Hartford Funds, which operates out of San Diego, California. The firm has 384 employees and manages assets totaling $128.8 billion. The services offered by the firm include portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Hartford Funds includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Others

Office Location

San Diego, CA

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Hartford Funds Brokerage Details

Total Assets Under Management

$128,834,812,996

CA Average: $15,833,994,310
Total Number of Employees

384

CA Average: 41
Total Number of Accounts

77

CA Average: 3,342
Average Account Size

$1,673,179,390

CA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Other

Michael Tobin Work History

2015 - Present (10 years)

Hartford Funds Management Company, LLC

2013 - Present (12 years)

Hartford Funds Distributors, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michael Tobin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hartford Funds

Clinton Jones
Wayne, PA
Lori Murphy
Westfield, NJ
Cindy Luan
Wayne, PA
Michael Fedak
Wayne, PA
Daniel Miller
Wayne, PA
Colleen Lynch
Wayne, PA
Richard Kuehn
Edmonds, WA
Curtis Hopp
Wayne, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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