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Gregory Philip Hartz

Foundation Resource Management, Inc.

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About Gregory Philip Hartz

Gregory Hartz is an Investment Advisor Representative at Foundation Resource Management, Inc. Gregory has been in the industry since 1986 and holds Series 7 and Series 63 licenses. Gregory is registered to provide investment advisory services in Alabama, Arkansas, Louisiana, and Texas. Gregory's investment experience includes working with a variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Gregory is also a Chartered Financial Analyst.

Firm Information

Gregory Hartz is currently registered with Foundation Resource Management, Inc.. Foundation Resource Management, Inc. is an investment advisor with offices in Little Rock, AR. They manage approximately $918,428,612 in assets for clients such as individuals, high-net-worth individuals, charitable organizations, pension plans, and corporations. Their services include portfolio management for individuals and businesses. They also work with investment companies and pooled investment vehicles. They do not offer financial planning or other advisory services.
Foundation Resource Management, Inc.

401 W. CAPITOL, SUITE 503

LITTLE ROCK, AR 72201

$918.43M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Hartz’s Registration & Firm History

AR

01/25/2002 - Present

Foundation Resource Management, Inc. (LITTLE ROCK AR)

NA

10/24/1986 - 08/08/1987

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

BC

Issued 04/28/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Philip Hartz.
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