Hl Investment Advisors, LLC (Simsbury)


Hl Investment Advisors, LLC is a large advisory firm based in Simsbury. It manages $38.7 billion of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Connecticut.

Hl Investment Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hl Investment Advisors: assets under management

The assets under management (AUM) of Hl Investment Advisors, LLC is $38.7 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $38.7 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.14 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hl Investment Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Hartford Life Owner 1 Dec 1996 75% - 100% 06-1470915
Llc Hartford Financial Services Sole member 1 Dec 1998 75% - 100% 52-3127766
Inc. Hartford Holdings Owner 1 Aug 2002 75% - 100% 22-3866674
Inc. The Hartford Financial Services Group Owner 1 Aug 2002 75% - 100% 13-3317783
Hartford Life And Accident Insurance Company Owner 1 Mar 2009 75% - 100% 06-0838648
Hartford Life Insurance Company Owner 1 Sep 2009 75% - 100% 06-0974148
Hartford Life And Annuity Insurance Company Sole member 1 Sep 2009 75% - 100% 39-1052598

Based in Simsbury

The principal office where Hl Investment Advisors, LLC performs its advisory services is located at 200 Hopmeadow Street, Simsbury, CT 06089, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 860-843-4632 or by fax 866-816-4048. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.