Unclaimed Profile

Donaldson Lee Hartman

BRIDGE MULTIFAMILY FUND MANAGER LLC·SALT LAKE CITY, Utah

Series 7, Series 65Clean record13 years registeredBRIDGE MULTIFAMILY FUND MANAGER LLC

111 E. SEGO LILY DRIVE, SALT LAKE CITY, UT 84070CRD# 2776761Firm CRD# 159127

Profile Verification

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

Identity

Donaldson Lee Hartman · SALT LAKE CITY, UT

Registration

CRD #2776761 · BRIDGE MULTIFAMILY FUND MANAGER LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRIDGE MULTIFAMILY FUND MANAGER LLC

FORESIGHT WEALTH MANAGEMENT, LLC

Jun 2017 – Sep 2018

DRAPER, UT

BRIDGE INVESTMENT GROUP

Jan 2013 – Jun 2017

MURRAY, UT

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · January 15, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIDGE MULTIFAMILY FUND MANAGER LLC

CRD 159127 · SEC 801-72790

AUM

$47.0B

Regulatory assets under management

Employees

2,300

132 client accounts

Services offered by BRIDGE MULTIFAMILY FUND MANAGER LLC

Per Form ADV

Pension consulting

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at BRIDGE MULTIFAMILY FUND MANAGER LLC →

Introduction

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Frequently Asked Questions

What services does Donaldson Lee Hartman offer?

Donaldson Lee Hartman specializes in Retirement Planning.

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, last registered with BRIDGE MULTIFAMILY FUND MANAGER LLC.

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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