CRD: 135383
Harwood Investment Strategies, L.l.c.
$62.1M Total AUM
$58.5M Disc. AUM
-- 3Y CAGR
2 Employees
130 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-28-2005
- Office Locations
- 1
Office Locations
214 E. ELM AVE, Suite #104 Monroe MI
About Harwood Investment Strategies, L.l.c.
Harwood Investment Strategies is an independent RIA serving clients in Michigan and Ohio, focused on business owners and retirees. The firm provides financial planning and discretionary portfolio management, emphasizing asset allocation and risk management using ETFs and public funds alongside government/agency bonds and cash. Custody is with Charles Schwab.
Team overview
38 AVG AGE
$31.1M AVG AUM / ADVISOR
$477.9K AVG AUM / CLIENT
13.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
E
EDWIN THOMAS HARWOOD
--
- CRD
- #4805544
- Ownership
- 50% but less than 75%
Available
Available
Available
A
Anthony John Harwood
Advisor
- CRD
- #6731807
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,475,239 | -- |
| Non-Discretionary | $3,655,916 | -- |
| Total | $62,131,155 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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