Overview
Assets Under Management: $117 million
Headquarters: ROSWELL, GA
High-Net-Worth Clients: 36
Average Client Assets: $2.0 million
Frequently Asked Questions
HARRIS CONSULTING 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 #286379), HARRIS CONSULTING is subject to fiduciary duty under federal law.
HARRIS CONSULTING is headquartered in ROSWELL, GA.
HARRIS CONSULTING serves 36 high-net-worth clients according to their SEC filing dated May 07, 2025. View client details ↓
According to their SEC Form ADV, HARRIS CONSULTING offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
HARRIS CONSULTING manages $117 million in client assets according to their SEC filing dated May 07, 2025.
According to their SEC Form ADV, HARRIS CONSULTING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.42%
Average Client Assets: $2.0 million
Total Client Accounts: 519
Discretionary Accounts: 519
Regulatory Filings
CRD Number: 286379
Filing ID: 1987668
Last Filing Date: 2025-05-07 15:11:00