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Donaldson Lee Hartman

BRIDGE MULTIFAMILY FUND MANAGER LLC·SALT LAKE CITY, Utah
Unclaimed Profile
111 E. SEGO LILY DRIVE, SALT LAKE CITY, UT 84070CRD# 2776761Firm CRD# 159127
01

About

Donaldson Lee Hartman is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with BRIDGE MULTIFAMILY FUND MANAGER LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BRIDGE MULTIFAMILY FUND MANAGER LLC
BRIDGE INVESTMENT GROUP
AUM
$47.0B
Regulatory assets under management
Employees
2300
Total firm employees
View all advisors at BRIDGE MULTIFAMILY FUND MANAGER LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2776761
Firm CRD# 159127
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donaldson Lee Hartman offer?
Donaldson Lee Hartman specializes in Retirement Planning. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Donaldson Lee Hartman's credentials?
Donaldson Lee Hartman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donaldson Lee Hartman located?
Donaldson Lee Hartman is based in SALT LAKE CITY, Utah, working with BRIDGE MULTIFAMILY FUND MANAGER LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Donaldson Lee Hartman charge for services?
Donaldson Lee Hartman'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 BRIDGE MULTIFAMILY FUND MANAGER LLC?
BRIDGE MULTIFAMILY FUND MANAGER LLC has approximately 2300 employees and manages $47.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Utah
LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)
City Guides
LEHI GuidePARK CITY GuideDRAPER GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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