Julie Lee Genjac
Investment adviser representative at Hartford Funds
14 yearsExperience
1 stateRegistered in
$152.1BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Hartford FundsMar 2018 to now
- Hartford Funds Distributors, LLCMar 2018 to now
- Hartford Funds Management Company, LLCMar 2018 to now
- D.A. Davidson & Co.Dec 2012 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (PA).
Hartford Funds
Legal name: Hartford Funds Management Company, LLC
$152.1BAssets managed
75Clients
48Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3089149
- Firm CRD
- 147746