Harris & Associates
Harris & Associates (CRD# 134066) is a financial advisory firm headquartered in Manhattan Beach, CA. They manage $28,650,976 in 175 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management29MILLION
-
Total Number of Accounts175ACCOUNTS
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Average Account Value$163,720
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Harris & Associates
1
David Harris (CRD# 2288252) is an Investment Advisor Representative working at Harris & Associates in Manhattan Beach, CA and has over 31 years of experience in the finance industry.
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