Harrell Investment Partners, LLC

Harrell Investment Partners, LLC (CRD# 299166) is a financial advisory firm headquartered in Austin, TX. They manage $502,784,870 in 712 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3814 Medical Parkway, Austin, TX 78756
https://www.linkedin.com/company/harrell-investment-partners
By the Numbers
  • Total Assets Under Management
    503
    MILLION
  • Total Number of Accounts
    712
    ACCOUNTS
  • Average Account Value
    $706,159
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Harrell Investment Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Anna Bodine, financial advisor Austin TX
Anna V. Bodine
CRD#: 5217850
3814 Medical Parkway, Austin, TX 78756

Anna Bodine (CRD# 5217850) is an Investment Advisor Representative working at Harrell Investment Partners, LLC in Austin, TX and has over 16 years of experience in the finance industry.

2
Robert Harrell, financial advisor Austin TX
Robert K. Harrell
CRD#: 2282318
3814 Medical Parkway, Austin, TX 78756

Robert Harrell (CRD# 2282318) is an Investment Advisor Representative working at Harrell Investment Partners, LLC in Austin, TX and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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