K.J. Harrison & Partners (USA) Inc.
Firm details
- Headquarters
- Toronto On,
- CRD number
- 282353
- Registered since
- April 4, 2016
- Custodians
- MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM
- Client types
- Other36.5%
- Corporations / Businesses29.48%
- HNWI21.53%
- Pension & Profit Sharing Plans12.48%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
K.J. Harrison & Partners (USA) Inc. is a corporation registered with the SEC since 2016 that provides financial planning and portfolio management services targeted at individuals, families and small business clients. The firm charges fees based on a percentage of assets under management and lists both individual and institutional clients. Ownership is identified as a mix of a foreign entity and an individual. The firm is not positioned as a capital allocator, does not describe itself as an ESG investor, and is not registered as a multi-state adviser. It reports an industry affiliation with a broker-dealer.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities53%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents20%
Owners & executives
3 of 4
Christine Fulsang
Chief Financial Officer & Chief Operations OfficerCRD 6864385
Joel Clark
Chief Executive Officer and Portfolio ManagerCRD 6630992
Sindy Jagger
Chief Compliance OfficerCRD 6631323
Contacts
3 of 5
Andrew Csumrik
Portfolio ManagerCRD 7887291
Kenneth Harrison
Founder & Portfolio ManagerCRD 6606501
Kimberley Thompson
PresidentCRD 8307295
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$72.5M in ETFs
97%
$70.2M
3%
$2.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) S&P(R) HOMEBUILDERS ETF (XHB) | State Street | Passive | Consumer Cyclical | $8.6M | 74,000 | 11.80% |
Location
Toronto On, null
Location
Toronto On, null
Headquartered in Toronto On, null.
- Address
- 320 Bay Street
- Office locations
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