M
CRD: 117136
Mark Harris Services
Cameron Park, CA
5306772113
$27.0M Total AUM
$27.0M Disc. AUM
-- 3Y CAGR
1 Employees
118 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-18-2001
- Office Locations
- 1
Office Locations
-- Cameron Park CA
About Mark Harris Services
Mark Harris Services is a Cameron Park-based RIA. The firm has been operating for 24 years. Managing $27.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Portfolio Construction.
Team overview
66 AVG AGE
$27.0M AVG AUM / ADVISOR
$228.8K AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
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Asset Classes
Peak unison
Client Personas
Quantum
Investment Themes
Frontier catalyst
Investment Vehicles
Signal
Services
Prime catalyst Alpha Prime wave
Owner & Executives
MARK NORMAN HARRIS
Owner, President
- CRD
- #4177280
- Ownership
- 75% or more
(476) 484-4100
pioneer.delta@primecapital.com
in linkedin.com/in/vertex-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,000,000
Equity - Exchange:
38.4% Cash:
61.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,382,922,695 | 38.4% |
| Cash | $2,218,438,489 | 61.6% |
| Total | $3,601,361,184 | 100.0% |