EVERETT HARRIS & CO
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 106830
- Registered since
- November 1, 1940
- Website
- www.everettharris.com
- Custodians
- BANK OF AMERICA, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals98.56%
- Charitable Organizations1.44%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Everett Harris & Co is a privately held corporate RIA that has been registered with the SEC since 1940. The firm serves both high-net-worth individuals and institutional clients, and its advisory work centers on portfolio management for individuals, small businesses and other business or institutional clients. Everett Harris charges either a percentage of assets under management or fixed fees, and it does not identify as an active ESG investor or pension consultant. The firm appeared on CNBC’s Top 100 Financial Advisory Firms list in 2019, 2020 and 2021.
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
- Exchange Traded Equities75%
- US Government Bonds13%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents3%
- Other2%
Owners & executives
2 of 2JAMES WARD
Chief Investment OfficerCRD 4332957
OLIVER CRARY
Chairman & CEOCRD 4332965
Contacts
3 of 8DAVID CLARK
PresidentCRD 1122916
Monica Baier
Director of ResearchCRD 7260419
ELIZABETH MARGALIS
Assistant Portfolio ManagerCRD 5235805
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$322M in ETFs
96%
$307M
3%
$14.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD HEALTH CARE INDEX FUND (VHT) | Vanguard | Passive | Health | $198M | 726,205 | 61.49% |
Location
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 801 S Figueroa St
- Time zone
- PT (UTC-8)
- Office locations
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