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Kyle Montgomery Hartley

LONE STAR VALUE MANAGEMENT, LLC·OLD GREENWICH, Connecticut
LONE STAR VALUE MANAGEMENT, LLC
53 FOREST AVENUE, OLD GREENWICH, CT 06870CRD# 2860801Firm CRD# 169836

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kyle Montgomery Hartley · OLD GREENWICH, CT
Registration
CRD #2860801 · LONE STAR VALUE MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Kyle Montgomery Hartley is a registered financial advisor based in OLD GREENWICH, Connecticut, affiliated with LONE STAR VALUE MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
LONE STAR VALUE MANAGEMENT, LLC
LONE STAR VALUE MANAGEMENT, LLC
AUM
$111M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at LONE STAR VALUE MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PERFORMANCE BASED ALLOCATION
Regulatory
SEC/IARD CRD# 2860801
Firm CRD# 169836
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kyle Montgomery Hartley offer?
Kyle Montgomery Hartley specializes in Retirement Planning, Wealth Management. Contact their office in OLD GREENWICH, Connecticut for a consultation.
What are Kyle Montgomery Hartley's credentials?
Kyle Montgomery Hartley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kyle Montgomery Hartley located?
Kyle Montgomery Hartley is based in OLD GREENWICH, Connecticut, working with LONE STAR VALUE MANAGEMENT, LLC. Their office serves clients in the OLD GREENWICH metropolitan area and surrounding communities.
How does Kyle Montgomery Hartley charge for services?
Kyle Montgomery Hartley's firm is compensated through percentage of aum, performance-based fees, other: performance based allocation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LONE STAR VALUE MANAGEMENT, LLC?
LONE STAR VALUE MANAGEMENT, LLC has approximately 5 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Hannah Marie Bible
OLD GREENWICH, CT
Jeffrey Edward Eberwein
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Research
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