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Robert Harrell, Incorporated
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Austin, Texas
$670.8 million AUM
1 office

Robert Harrell, Incorporated is based in Austin, Texas and has $670.8 million in assets under management.

Location
8310 North Capital of Texas Highway
Bldg. 1-320
Austin, TX 78731
Contact
$670.8 million
AUM
7
Employees
AUM Share
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$670,750,459
Assets under management
83 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 48 $7,917,493 1% $164,948
High net worth individuals 13 $142,803,844 21% $10,984,911
Banking or thirft institutions 1 $90,705,126 14% $90,705,126
Pension and profit sharing plans 1 $31,936,757 5% $31,936,757
Charitable organizations 3 $15,642,877 2% $5,214,292
State or municipal government entities 5 $186,891,776 28% $37,378,355
Other corporations or businesses 2 $11,179,051 2% $5,589,526
Employees Share
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7
Employees
6
Investment analysts
86% of total employees
AUM per employee Share
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$670,750,459
Assets under management
$95,821,494
AUM per employee
$111,791,743
AUM per investment analyst
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Compensation

Robert Harrell, Incorporated makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Robert Harrell, Incorporated provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 106,191
SEC number 801-40048
Legal structure Corporation
Legal governance Delaware, United States
Latest ADV filing date May 11, 2020

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