Overview
Assets Under Management: $10.0 billion
Headquarters: LOS ANGELES, CA
Frequently Asked Questions
EVERETT HARRIS & CO is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106830), EVERETT HARRIS & CO is subject to fiduciary duty under federal law.
EVERETT HARRIS & CO is headquartered in LOS ANGELES, CA.
According to their SEC Form ADV, EVERETT HARRIS & CO offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
EVERETT HARRIS & CO manages $10.0 billion in client assets according to their SEC filing dated October 29, 2024.
According to their SEC Form ADV, EVERETT HARRIS & CO serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Total Client Accounts: 1,784
Discretionary Accounts: 1,644
Non-Discretionary Accounts: 140
Regulatory Filings
CRD Number: 106830
Filing ID: 1910270
Last Filing Date: 2024-10-29 18:34:00