H
CRD: 113275
Harris Financial Services, Inc.
Oshkosh, WI, 54902
9202366598
$43.0M Total AUM
$43.0M Disc. AUM
-- 3Y CAGR
2 Employees
108 ADV. Clients
38 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-14-1987
- Office Locations
- 1
Office Locations
420 S. Koeller Street Suite 214 Oshkosh WI
About Harris Financial Services, Inc.
Harris Financial Services, Inc. is a Oshkosh-based RIA. The firm has been operating for 38 years. Managing $43.0M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$43.0M AVG AUM / ADVISOR
$398.1K AVG AUM / CLIENT
38.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
38yrs Firm Age
Insights
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Asset Classes
Zenith glacier Bridge
Investment Themes
Momentum focus Horizon oak Meridian pathway
Investment Vehicles
Vertex
Services
Horizon Pioneer quantum Fusion Frontier Beacon wave Meridian
Owner & Executives
ROBERT RICHARD HARRIS
President, Relationship Manager
- CRD
- #1337008
- Ownership
- 75% or more
(954) 949-1028
unison.vertex@bridgecapital.com
in linkedin.com/in/glacier-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,000,000
Corporate - Investment Grade:
41.0% Equity - Exchange:
59.0% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $996,450,445 | 41.0% |
| Equity - Exchange | $1,433,916,493 | 59.0% |
| Total | $2,430,366,938 | 100.0% |