CRD: 149577
Harris AND Harris Wealth Management Group, LLC
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- Custodian
- Merrill Lynch · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- GlacierRadial
- Established Date
- 07-09-2009
- Office Locations
- 1
Office Locations
About Harris AND Harris Wealth Management Group, LLC
Harris & Harris Wealth Management Group is a solo RIA led by CFP® Zaneilia Harris, focused on helping successful African American women make confident money decisions. The firm delivers holistic financial planning across investing, retirement, tax, estate/legacy and insurance needs, with portfolios implemented largely via ETFs. Harris also publishes the Finance ’n Stilettos blog and is a national media contributor and author.
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Owner & Executives
ZANEILIA ARNICIA HARRIS
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #4188534
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,382,669 | -- |
| Non-Discretionary | $20,993,016 | -- |
| Total | $22,375,685 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,375,685
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,820,412,182 | 25.8% |
| Public Funds | $2,518,942,438 | 35.7% |
| Cash | $479,798,560 | 6.8% |
| Corporate - Investment Grade | $2,236,707,992 | 31.7% |
| Total | $7,055,861,172 | 100.0% |