Overview

Assets Under Management: $162 million
Headquarters: TEMPE, AZ
High-Net-Worth Clients: 59
Average Client Assets: $2 million

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.92
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 475
Discretionary Accounts: 475

Regulatory Filings

CRD Number: 282686
Last Filing Date: 2025-02-28 00:00:00
Website: https://hardingwealth.com