CRD: 105848
Harder Management Company, Inc.
West Palm Beach, FL
5617976030
$40.5M Total AUM
$40.5M Disc. AUM
-- 3Y CAGR
2 Employees
9 ADV. Clients
14 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-19-2012
- Office Locations
- 1
Office Locations
76 Bedford Street Suite #23 Lexington MA
About Harder Management Company, Inc.
Harder Management Company, Inc. is a West Palm Beach-based RIA. The firm has been operating for 14 years. Managing $40.5M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$40.5M AVG AUM / ADVISOR
$4.5M AVG AUM / CLIENT
14.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Zenith pioneer Quantum signal Summit Capital ridge
Client Personas
Harbor bridge
Investment Vehicles
Eagle timber Pathway
Owner & Executives
T
TORRENCE C. HARDER
Chairman, Chief Compliance Officer, President
- CRD
- #4380344
- Ownership
- 75% or more
(610) 351-5817
horizon.radial@atlascapital.com
in linkedin.com/in/value-vector
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,522,768 | $3,100,000 |
| Non-Discretionary | $0 | -- |
| Total | $40,522,768 | $3,100,000 |
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Separately Managed Accounts
Total SMA Asset: $40,522,768
Equity - Exchange:
21.8% Cash:
48.0% Equity - OTC:
9.5% Private Funds:
20.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,209,290,770 | 21.8% |
| Cash | $2,662,658,577 | 48.0% |
| Equity - OTC | $526,984,510 | 9.5% |
| Private Funds | $1,148,271,512 | 20.7% |
| Total | $5,547,205,369 | 100.0% |