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Hartzell David Cornell Jr (Clarence Center)


Hartzell David Cornell Jr is a large advisory firm based in Clarence Center. It manages $61.94 million of regulatory assets for 166 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Ohio.

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Hartzell David Cornell Jr provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hartzell David Cornell Jr: assets under management

The assets under management (AUM) of Hartzell David Cornell Jr is $61.94 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $61.94 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $373.14 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hartzell David Cornell Jr 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.

Based in Clarence Center

The principal office where Hartzell David Cornell Jr performs its advisory services is located at 9630 Clarence Center Road, Clarence Center, NY 14032 9748, 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 716-741-0149 or by fax 716-741-8417. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.cornellcapitalmanagement.com.


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