CRD: 118857
Harris Investment Advisors LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-20-2002
- Office Locations
- 1
Office Locations
About Harris Investment Advisors LLC
Harris Investment Advisors is an independent RIA in Scottsdale, AZ serving individuals, families, and business owners with comprehensive financial and retirement planning. The firm combines low-cost, highly diversified portfolio management (primarily ETF-based) with insurance and annuity review, college planning, and trust, tax-minimization, and estate planning support. Notably, it is a partner of Edelman Financial Services.
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Investment Themes
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Owner & Executives
DAVID SETH HARRIS
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #1618282
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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