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- Custodian
- Baird ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-25-1997
- Office Locations
- 1
Office Locations
About Harman Investment Advisors
Harman Investment Advisors is a founder-led boutique RIA in Northbrook, IL providing asset management and portfolio construction for retail clients, including entrepreneurs. The firm emphasizes active management with socially responsible considerations and implements primarily ETF-based discretionary SMA portfolios, complemented by mutual funds and fixed income as needed. Custody relationships include Baird and Wells Fargo.
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Owner & Executives
DOUGLAS KENT HARMAN
Chief Compliance Officer, Chief Executive Officer, Chief Technology Officer, Founder, President
- CRD
- #716230
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,963,496 | $402,782 |
| Non-Discretionary | $0 | -- |
| Total | $2,963,496 | $402,782 |
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Separately Managed Accounts
Total SMA Asset: $2,963,496
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,499,332,666 | 72.1% |
| Cash | $2,128,035,803 | 27.9% |
| Total | $7,627,368,469 | 100.0% |