HARTWELL & COMPANY

HARTWELL & COMPANY of ST JOSEPH, MI is an SEC-registered investment adviser (CRD 322723). Regulatory assets under management: $54.8M.

Registration

• CRD: 322723
• Type: Registered investment adviser
• Location: 800 PORT ST, ST JOSEPH, MI, 49085
• Phone: (269) 983-2212
• Latest filing: 2026-03-06
• Regulatory AUM: $54.8M
• Discretionary AUM: $54.8M
• Clients: 3
• Accounts: 297

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322723 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search