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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-18-2021
- Office Locations
- 1
Office Locations
About Harlan Financial LLC
Harlan Financial, LLC is a Lancaster, PA advisory firm serving individuals and businesses with retirement, financial/wealth, and insurance planning, including 401(k) plan management and retirement plan diagnostics. The firm emphasizes a fiduciary process and client education; president Russell "Tug" Harlan holds AIF(R) and ARPC designations. Reported SMA assets are ETF-based, with portfolio efficiency reviews covering risk, diversification, overlap, and fees.
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Owner & Executives
RUSSELL N HARLAN JR
Financial Advisor, President
- CRD
- #5720388
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,710,300 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,710,300 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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