Katelyn
Hart
Jordan Park Group LLC
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About this Advisor
Katelyn Hart is a financial advisor based in New York, New York, working with Jordan Park Group LLC. Katelyn has previously held positions at Wells Fargo Private Bank, Michaud Capital, Brown Brothers Harriman, and Jordan Park Group LLC. Katelyn is registered to provide services in California and New York. Currently, Katelyn is part of Jordan Park Group LLC, which operates out of New York, New York. The firm has 5 offices and 127 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Jordan Park Group LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Jordan Park Group LLC Brokerage Details
$15,409,035,410
127
3,903
$3,947,998
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Katelyn Hart Work History
Jordan Park Group LLC
Jordan Park Group LLC
Brown Brothers Harriman
Michaud Capital
Wells Fargo Private Bank
Wells Fargo Private Bank
Wells Fargo Private Bank
Disclosures
Please visit the SEC profile of Katelyn 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 Jordan Park Group LLC
San Francisco, CA
New York, NY
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Portsmouth, NH
San Francisco, CA
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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