Overview
Assets Under Management: $375 million
Headquarters: VANCOUVER, WA
High-Net-Worth Clients: 85
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.82
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,643
Discretionary Accounts: 1,643
Regulatory Filings
CRD Number: 148315
Filing ID: 2000953
Last Filing Date: 2025-06-30 15:17:00
Website: https://harlowwealth.com