Euclid Harding, LLC
Firm details
- Headquarters
- ,
- CRD number
- 336693
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.78%
- Individuals12.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Euclid Harding, LLC is an independent, owner-operated registered investment adviser organized as a limited liability company that serves individual and family clients. The firm offers fee arrangements that include a percentage of assets under management, hourly charges and fixed fees and focuses on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Filings indicate the firm is not an active ESG investor and does not describe multi-state advisory operations. Investment activity centers on pooled public funds and mutual funds, supported by the ability to access third-party alternative managers when appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Cash & Cash Equivalents8%
Contacts
1 of 1
Brian Lasher
Managing DirectorCRD 7001890
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations