Harder Management Company, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 105848
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Harder Management Company, Inc. is a small, fee-based advisory firm focused on direct portfolio management for individuals and small businesses. The firm runs a concentrated, equity-first approach: exchange-traded equities make up the bulk of investable assets, and portfolios are managed on a discretionary basis. It charges clients on a percentage of assets under management and does not identify as an ESG-focused manager. With an individual-owner structure and a client roster limited to high-net-worth individuals and families, the firm operates like a boutique RIA that emphasizes liquid, traded securities while selectively accessing less liquid strategies through third-party managers.
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 Equities74%
- Cash & Cash Equivalents17%
- Non-Exchange Traded Equities6%
- Private Funds3%
Contacts
1 of 1Torrence Harder
PresidentCRD 4380344
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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