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- Custodian
- Folio Investments
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-13-2014
- Office Locations
- 4
Office Locations
About BCD Advisors
Harris Financial Solutions (HFS), Inc. is an Akron, OH-based financial planning and investment advisory firm serving individuals and families with insurance, retirement and estate planning, and wealth preservation strategies. Portfolios lean heavily on ETFs alongside cash and investment-grade corporate bonds. The firm offers an online risk profile workflow (via StratiFi) to align recommendations with client goals.
Team overview
Insights
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEITH HARRIS
Chief Compliance Officer, Investment Advisor, President
- CRD
- #5831728
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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STEVEN RALPH ANDERSON
Chief Executive Officer, President
- CRD
- #1012542
STEPHEN HINANT HECKER JR.
--
- CRD
- #4751495
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,900,000 | -- |
| Non-Discretionary | $47,000,000 | -- |
| Total | $51,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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