Unclaimed Profile

Michael Andrew Hart

WALLACE HART LLC·LEXINGTON, Kentucky

Clean recordWALLACE HART LLC

1792 ALYSHEBA WAY, LEXINGTON, KY 40509CRD# 6027005Firm CRD# 285981

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Andrew Hart · LEXINGTON, KY

Registration

CRD #6027005 · WALLACE HART LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael Andrew Hart is a registered financial advisor based in LEXINGTON, Kentucky, affiliated with WALLACE HART LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WALLACE HART LLC

WALLACE HART CAPITAL MANAGEMENT

AUM

$234M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WALLACE HART LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6027005

Firm CRD# 285981

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Andrew Hart offer?

Michael Andrew Hart specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LEXINGTON, Kentucky for a consultation.

What are Michael Andrew Hart's credentials?

Michael Andrew Hart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Andrew Hart located?

Michael Andrew Hart is based in LEXINGTON, Kentucky, working with WALLACE HART LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.

How does Michael Andrew Hart charge for services?

Michael Andrew Hart'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 WALLACE HART LLC?

WALLACE HART LLC has approximately 5 employees and manages $234M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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