Hunter And Hartnett is a large advisory firm based in Syracuse. It manages $41.34 million of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Hunter And Hartnett provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hunter And Hartnett is $41.34 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Hunter And Hartnett for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Hunter And Hartnett performs its advisory services is located at The Clinton Exchange, Syracuse, NY 13202 1075, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 315-476-0532 or by fax 315-476-0442. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.