AdvisorOS Directory
Claim Profile
JH

Jonathan Steven Hartofilis

FORTWOOD CAPITAL LP·GRENWICH, Connecticut
Unclaimed Profile
50 OLD FIELD POINT ROAD, GRENWICH, CT 06830CRD# 4675825Firm CRD# 329381
01

About

Jonathan Steven Hartofilis is a registered financial advisor based in GRENWICH, Connecticut, affiliated with FORTWOOD CAPITAL LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FORTWOOD CAPITAL LP
FORTWOOD CAPITAL LP
AUM
$204M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at FORTWOOD CAPITAL LP →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4675825
Firm CRD# 329381
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GRENWICH?

Browse all registered financial advisors in GRENWICH, Connecticut or claim this profile if it's yours.

Browse GRENWICH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jonathan Steven Hartofilis offer?
Jonathan Steven Hartofilis specializes in Retirement Planning, Wealth Management. Contact their office in GRENWICH, Connecticut for a consultation.
What are Jonathan Steven Hartofilis's credentials?
Jonathan Steven Hartofilis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Steven Hartofilis located?
Jonathan Steven Hartofilis is based in GRENWICH, Connecticut, working with FORTWOOD CAPITAL LP. Their office serves clients in the GRENWICH metropolitan area and surrounding communities.
How does Jonathan Steven Hartofilis charge for services?
Jonathan Steven Hartofilis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORTWOOD CAPITAL LP?
FORTWOOD CAPITAL LP has approximately 9 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GRENWICH
Michael John Mormile — FORTWOOD CAPITAL LPRichard William Li — FORTWOOD CAPITAL LP
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile