CRD: 290201
Everythinghr Financial Services LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Radial
- Established Date
- 12-07-2017
- Office Locations
- 1
Office Locations
About Everythinghr Financial Services LLC
EverythingHR Financial Services LLC is a Michigan-based firm serving entrepreneurs and small business owners, pairing financial planning and portfolio construction with hands-on HR consulting (handbooks, hiring/terminations, compliance, and workplace policy support). The investment mix includes ETFs and fixed income, with planning tools such as Envestnet MoneyGuide; custody includes Charles Schwab. Led by Felicia Harris, active with TechTown and Detroit Means Business and focused on women-owned and diverse founders.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
FELICIA GAIL HARRIS
Financial Advisor, General Partner, Managing Member
- CRD
- #2338372
- Ownership
- 75% or more
ELMO EUGENE WEDDERBURN
Chief Compliance Officer, Owner
- CRD
- #1485073
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $23,000,000 | -- |
| Total | $23,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $23,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $631,057,284 | 7.9% |
| Cash | $1,334,007,170 | 16.7% |
| U.S. Government/Agency | $3,067,417,685 | 38.4% |
| Corporate - Investment Grade | $559,164,682 | 7.0% |
| Municipal Bonds | $2,396,420,067 | 30.0% |
| Total | $7,988,066,888 | 100.0% |