Harris Financial Services, Inc.

Overview

Harris Financial Services, Inc. is an independent, privately owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm is structured as a corporation with an individual owner and serves a client base composed of individuals and families. Its fee model includes a percentage-of-AUM charge and hourly billing for certain services. According to its filings, the firm does not market itself as an ESG investor, does not act as a capital allocator to other managers, and is not registered as a multi-state adviser. Business activity centers on discretionary portfolio management for private clients rather than institutional or pension consulting work. The adviser lists its primary industry affiliation as an investment adviser rather than being tied to a larger broker-dealer or wirehouse network.

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Public Holdings

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Location & Offices