CRD: 112707
R. Kent Harris AND Associates, Ltd.
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- Custodian
- Assetmark · Fidelity/NFS · John Hancock
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
About R. Kent Harris AND Associates, Ltd.
R. Kent Harris & Associates, LTD is an independent firm providing disciplined, tailored financial planning for business owners, executives, professionals, retirees, and younger investors. The practice also supports ongoing asset management and planning needs such as estate and retirement planning and insurance. Distribution partners should note the firm’s long operating history (since 1996) and relationships with platforms/custody including Fidelity/NFS and AssetMark.
Team overview
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Asset Classes
Client Personas
Custodian
Platform
Services
Owner & Executives
ROGER KENT HARRIS
President
- CRD
- #2357959
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,509,523 | -- |
| Non-Discretionary | $2,927 | -- |
| Total | $62,512,450 | -- |
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Separately Managed Accounts
Total SMA Asset: $62,512,450
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $8,171,976,693 | 100.0% |
| Total | $8,171,976,693 | 100.0% |