Harman Investment Advisors
Firm details
- Headquarters
- ,
- CRD number
- 122641
- Custodians
- ROBERT W. BAIRD & CO. INCORPORATED
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Harman Investment Advisors is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves a client base of individuals and families, providing portfolio management for both personal and small-business clients as well as for businesses or institutions. Its adviser compensation is fee-based, charged as a percentage of assets under management. According to regulatory filings the firm does not position itself as a capital allocator, is not an active ESG investor, and does not act as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
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 Equities85%
- Cash & Cash Equivalents15%
Contacts
1 of 1
Douglas Harman
Equity Investment ManagementCRD 716230
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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