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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-14-1982
- Office Locations
- 1
Office Locations
About Harger AND Company, Inc.
Harger and Company, Inc. is an independent Baton Rouge-based broker-dealer and investment adviser serving retail investors with wealth-building and asset-protection planning. The firm builds customized portfolios using relationships with multiple fund families and insurance providers, with capabilities spanning financial planning, portfolio construction, retirement and estate planning, and risk management. Investment implementation includes ETFs and mutual funds alongside insurance/annuity solutions, with client access supported via RBC Investor Connect.
Team overview
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Investment Themes
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Owner & Executives
CHRISTOPHER MICHAEL DOWDEN
Chief Compliance Officer, Finop, Investment Advisor, Vice President Operations
- CRD
- #4089978
- Ownership
- Less than 5%
MATTHEW BENNETT HARGER
President
- CRD
- #3021341
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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STANLEY KENT BOLLINGER
Chief Executive Officer
- CRD
- #4734880
LINDSAY W CONNER
Investment Advisor
- CRD
- #6807324
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,193,435 | $266,120 |
| Non-Discretionary | $133,845,805 | $325,659 |
| Total | $137,039,240 | $323,970 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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