Brian
Hart

Hartline Investment Corporation

CRD#6729326
Investment Advisor
in Winnetka, IL

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About this Advisor

Brian Hart is a financial advisor operating in Winnetka, Illinois who has 6 years of industry experience. Hart is currently employed by Hartline Investment Corporation. Hart has gained experience at Northern Trust Company and Hartline Investment Corporation. Hart holds a Series 65 license, designating them as an investment advisor representative, and can operate in California, Colorado, Florida, Illinois, Michigan and Texas. Hartline Investment Corporation is an advisory business based in Winnetka, IL. It has $497 million in total assets between its 411 client accounts, making it one of the bigger firms in the nation by assets under management. The firm advises 15 charities and foundations. Of its 411 accounts, 26% are held by high-net-worth investors who have at least $1 million in investable assets. Hartline Investment Corporation provides a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees charged by Hartline Investment Corporation typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

460 Winnetka Avenue Suite 5
Winnetka, IL 60093

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Hartline Investment Corporation Brokerage Details

Total Assets Under Management

$497,204,798

IL Average: $6,674,516,078
Total Number of Employees

6

IL Average: 44
Total Number of Accounts

411

IL Average: 2,564
Average Account Size

$1,209,744

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Brian Hart Work History

Brian has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Hartline Investment Corporation

2009 - 2016 (7 years)

Northern Trust Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Hart 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 Hartline Investment Corporation

Kathryn Carroll
Winnetka, IL
Brian Hart
Winnetka, IL
William Hart
Winnetka, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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