HARTFORD FINANCIAL MANAGEMENT INC
B63
CRD 105039·SEC 801-33701·WEST HARTFORD, CT
AUM
$699.6M
$500M-$1B
Est. Revenue
$7.0M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$16.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $698.8M
'21 · $748.6M
'22 · $766.1M
'23 · $848.5M
'25 · $713.0M
'26 · $699.6M
'20'26
$698.8M → $699.6M▬ 0%
Client mix
| Individuals Other | 145 |
| Individuals High Net Worth | 31 |
| Charitable Organizations | 4 |
| Banking Institutions | 2 |
| Pension Profit Sharing Plans | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 6 advisors
'22 · 6 advisors
'23 · 7 advisors
'25 · 5 advisors
'26 · 6 advisors
'20'26
6 advisors → 6 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
65 LASALLE ROAD SUITE 307WEST HARTFORD, CT 06107
Business
65 LASALLE ROAD SUITE 307WEST HARTFORD, CT 06107
Edgar Recent Filings
13F-HR2026-04-16 · 0001352526-26-000003
13F-HR2026-01-21 · 0001352526-26-000001