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JW Harrison Financial, Inc.
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Walnut Creek, California
$147.5 million AUM
1 office

JW Harrison Financial, Inc. is based in Walnut Creek, California and has $147.5 million in assets under management.

Location
1655 North Main Street
Suite 390
Walnut Creek, CA 94596
$147.5 million
AUM
3
Employees
AUM Share
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$147,500,000
Assets under management
400 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 60 $19,000,000 13% $316,667
High net worth individuals 60 $128,500,000 87% $2,141,667
Employees Share
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3
Employees
3
Investment analysts
100% of total employees
AUM per employee Share
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$147,500,000
Assets under management
$49,166,667
AUM per employee
$49,166,667
AUM per investment analyst
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Compensation

JW Harrison Financial, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

JW Harrison Financial, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Firm data Share
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CRD number 156,845
SEC number 801-118337
Legal structure Corporation
Legal governance California, United States
Latest ADV filing date March 11, 2020

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