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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-31-1997
- Office Locations
- 1
Office Locations
About Harris & Associates
Harris & Associates is a Manhattan Beach, CA-based financial planning and wealth management firm providing investment management, executive benefits, and insurance guidance. The firm custom-tailors programs to help clients grow, protect, and conserve wealth, with an emphasis on disciplined portfolio management. Portfolios are ETF-centric, and the firm commonly custodies with Charles Schwab and Vanguard.
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Investment Themes
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Owner & Executives
DAVID LOUIS HARRIS PHD
Chief Compliance Officer, President
- CRD
- #2288252
- Ownership
- 75% or more
BENJAMIN GRAY HARRIS
Associate, DIRECTOR, Secretary, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,117,469 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,117,469 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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