Harris And Harris Wealth Management Group, LLC

Overview

Harris And Harris Wealth Management Group, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm functions as a capital allocator and provides a mix of advisory services that include financial planning, portfolio management for individuals and small businesses as well as for business or institutional clients, selection of other advisers and educational seminars. Its fee model is flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements. Investment activity is equity‑centric: the firm shows a clear preference for exchange‑traded equities and ETFs as the primary vehicle for public market exposure. At the same time, Harris And Harris uses third‑party managers and private placement vehicles to access alternative investments, and maintains exposure to traditional fixed‑income and insurance products such as corporate debt and annuities. The firm does not identify as an active ESG investor and is not operating as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices