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Harris Financial Advisors, Inc.
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Overview Share
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Torrance, California
$556.4 million AUM
2 offices

Harris Financial Advisors, Inc. is based in Torrance, California and has $556.4 million in assets under management.

Location
25500 Hawthorne Boulevard
Suite 1030
Torrance, CA 90505
$556.4 million
AUM
15
Employees
AUM Share
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$556,361,258
Assets under management
1,230 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 312 $242,072,078 44% $775,872
High net worth individuals 75 $266,628,784 48% $3,555,050
Charitable organizations 16 $47,660,396 9% $2,978,775
Employees Share
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15
Employees
6
Investment analysts
40% of total employees
AUM per employee Share
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$556,361,258
Assets under management
$37,090,751
AUM per employee
$92,726,876
AUM per investment analyst
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Compensation

Harris Financial Advisors, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
Services offered

Harris Financial Advisors, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Portfolio management for endowments & charitable trusts
Firm data Share
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CRD number 107,510
SEC number 801-45480
Legal structure Corporation
Legal governance California, United States
Latest ADV filing date May 18, 2020

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