HARTFIELD FINANCIAL & INSURANCE SERVICES, INC.

HARTFIELD FINANCIAL & INSURANCE SERVICES, INC. of GRANADA HILLS, CA is an SEC-registered investment adviser (CRD 300408). Regulatory assets under management: $28.2M.

Registration

• CRD: 300408
• Type: Registered investment adviser
• Location: 11856 BALBOA BLVD #669, GRANADA HILLS, CA, 91344
• Phone: (805) 522-5815
• Latest filing: 2026-06-02
• Regulatory AUM: $28.2M
• Discretionary AUM: $28.2M
• Clients: 2
• Accounts: 107

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300408 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search