$20.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
0 Employees
76 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Nationwide · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-22-2012
- Office Locations
- 1
Office Locations
-- Santa Rosa CA
About Harry Licursi TAX & Retirement Planning
Harry Licursi Tax & Retirement Planning is a fee-only RIA led by Enrolled Agent Harry Licursi, focused on tax-aware retirement planning and ongoing investment management. The practice works with individuals, groups, and government employees to design, implement, and monitor retirement plans, portfolio risk, and expenses, and can coordinate required tax documents and returns. Managed portfolios are primarily implemented using ETFs.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$263.2K AVG AUM / CLIENT
13.8 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Bridge ridge Timber
Client Personas
Peak
Investment Themes
Insight Legacy
Investment Vehicles
Unison alpha
Services
Wave ember Legacy frontier Meridian peak Radial Vital fusion Prime element
Owner & Executives
H
HARRY EUGENE LICURSI
Agent, REGISTERED INVESTMENT ADVISOR
- CRD
- #833451
- Ownership
- 75% or more
(419) 524-2697
crest.momentum@ridgecapital.com
in linkedin.com/in/radial-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $20,000,000 | -- |
| Total | $20,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,000,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,251,549,665 | 100.0% |
| Total | $5,251,549,665 | 100.0% |