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Harrison Lazarus Advisors, Inc.

Harrison Lazarus Advisors, Inc.. CRD 144089

H

CRD: 144089

Harrison Lazarus Advisors, Inc.

SAN Francisco, CA
4158305244
harrisonlazarus.com
$54.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
35 ADV. Clients
19 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
05-01-2007
Office Locations
1

Office Locations

-- SAN Francisco CA

About Harrison Lazarus Advisors, Inc.

Harrison Lazarus Advisors, Inc. is a San Francisco-based RIA serving retail and institutional clients, with a planning-led practice for entrepreneurs. The firm provides financial, tax, estate and charitable planning plus investment planning and portfolio construction. Portfolios emphasize asset allocation using index funds, ETFs and mutual funds, and are custodied primarily at Schwab or Fidelity; planning workflows use eMoney.

Team overview

-- AVG AGE
$27.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
9.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age

Insights

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Asset Classes

Fusion eagle

Client Personas

Optima ridge

Custodian

Crest horizon

Investment Themes

Frontier catalyst Ember

Investment Vehicles

Zenith alpha North

Platform

Atlas

Services

Frontier Momentum Beacon element Insight Insight Prime ember Optima

Owner & Executives

H

HARRISON MILLER LAZARUS, JR.

Chief Compliance Officer, President

CRD
#5339316
Ownership
50% but less than 75%
(793) 876-7900
signal.timber@ridgecapital.com
in linkedin.com/in/zenith-prime
C

CHRISTY LINN SMITH

Chief Financial Officer, Corporate Secretary, TREASURER

CRD
--
Ownership
25% but less than 50%
(400) 216-1100
horizon.value@catalystcapital.com
in linkedin.com/in/summit-frontier
P

Pathway matrix

Atlas momentum

CRD
#23613
Ownership
47.1%
(581) 683-9651
momentum.focus@crestcapital.com
in linkedin.com/in/insight-fusion

Showing 2 of 4 owners & executives

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Contacts

J

JOHN CAREY PHELAN

Investment Advisor Representative

CRD
#6202586
(501) 378-3134
momentum.frontier@frontiercapital.com
in linkedin.com/in/value-optima

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $54,026,806 --
Total $54,026,806 --

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Separately Managed Accounts

Total SMA Asset: $54,026,806

$54.0M Total SMA
Public Funds:
34.5%
Cash:
65.5%
Asset class Assets Assets %
Public Funds $1,086,922,908 34.5%
Cash $2,063,578,276 65.5%
Total $3,150,501,184 100.0%

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