Overview
Assets Under Management: $475 million
Headquarters: TORRANCE, CA
High-Net-Worth Clients: 152
Average Client Assets: $2.1 million
Frequently Asked Questions
HARRIS FINANCIAL ADVISORS, INC. 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 #107510), HARRIS FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
HARRIS FINANCIAL ADVISORS, INC. is headquartered in TORRANCE, CA.
HARRIS FINANCIAL ADVISORS, INC. serves 152 high-net-worth clients according to their SEC filing dated November 23, 2018. View client details ↓
According to their SEC Form ADV, HARRIS FINANCIAL ADVISORS, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
HARRIS FINANCIAL ADVISORS, INC. manages $475 million in client assets according to their SEC filing dated November 23, 2018.
According to their SEC Form ADV, HARRIS FINANCIAL ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 152
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.76%
Average Client Assets: $2.1 million
Total Client Accounts: 1,099
Discretionary Accounts: 1,081
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 107510
Filing ID: 1253184
Last Filing Date: 2018-11-23 12:09:00