$270.0K Total AUM
$270.0K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-13-2025
- Office Locations
- 1
Office Locations
-- Miami FL
About Harlig Financials
Harlig Financials is a Florida-registered independent RIA providing personalized portfolio management and financial guidance with a fiduciary, no-commission advisory approach. Led by founder Mendel Harlig (J.D., MSF). Portfolios are primarily implemented with ETFs and custodied at Charles Schwab; insurance is offered separately in a licensed capacity.
Team overview
-- AVG AGE
$270.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Services
Available
Owner & Executives
M
Menachem Mendel Harlig
PRINCIPAL
- CRD
- #8062975
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $270,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $270,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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