HARGER AND COMPANY, INC.

Overview

Harger And Company, Inc. operates as an independent broker-dealer and insurance broker that serves individuals and families with a mix of advisory and transactional services. The firm is registered with the SEC as of 2024 and presents itself as a capital allocator that combines brokerage distribution and fee-based planning. Its advisory activities include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars and workshops. Investment activity is skewed toward equities, with a clear preference for exchange-traded instruments. The firm’s business model is hybrid: it charges fees based on a percentage of AUM while also using hourly and fixed fees and continuing to generate commission revenue. Harger And Company, Inc. does not position itself as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices