Company Information

Get to know Hartwell & Company

Founded in 1993 by G. Peter O’Brien, Hartwell & Company is a Registered Investment Adviser (RIA) based in Wellesley, Massachusetts. The firm is employee-owned and focuses on providing disciplined, long-term portfolio management and wealth management services. Their core mission is to achieve long-term capital appreciation for their clients through a value-oriented investment philosophy, managing customized portfolios tailored to the specific needs and goals of high-net-worth individuals and families.

Industry

Financial Wealth ManagementPRIMARY
Financial Banking
Financial Other Service

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Hartwell & Company

United States

Founded in

1989 (37 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

Security Information :

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.