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HARDY & HARDY CO LLC

LIMA, OH · CRD 145088 · IAPD ↗ · 419-998-8955

$269.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2024 — HARDY & HARDY CO LLC (LIMA, OH) is newly SEC-registered with $183.4M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.