CRD: 126391
Harwood Investment Group LLC
Memphis, TN, 38112
9016853355
$17.1M Total AUM
$17.1M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1998
- Office Locations
- 1
Office Locations
2593 Broad Avenue Memphis TN
About Harwood Investment Group LLC
Harwood Investment Group LLC is a Memphis-based RIA. The firm has been operating for 28 years. Managing $17.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$17.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
25.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Fusion zenith Eagle
Investment Vehicles
Pioneer North summit
Services
Capital Wave radial Eagle
Owner & Executives
M
MICHAEL ALAN PELTS
Chief Compliance Officer, Managing Partner, Owner
- CRD
- #1280943
- Ownership
- 75% or more
(471) 635-4261
timber.capital@timbercapital.com
in linkedin.com/in/focus-signal
S
SALLY BOSHWIT PELTS
Owner, PARTNER
- CRD
- --
- Ownership
- 5% but less than 10%
(534) 853-7362
pioneer.legacy@matrixcapital.com
in linkedin.com/in/focus-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,083,344 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,083,344 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,083,344
Equity - Exchange:
70.1% Cash:
29.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,280,271,422 | 70.1% |
| Cash | $546,078,680 | 29.9% |
| Total | $1,826,350,102 | 100.0% |