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 an SEC‑registered advisory corporation (registered 2016) that serves individual, family and institutional clients. The firm charges fees as a percentage of assets under management and focuses on financial planning and portfolio management for individuals and small businesses. It is affiliated with a broker‑dealer and reports ownership that includes both a foreign entity and an individual. The firm does not market itself as an active ESG investor and is not designated as a multi‑state adviser. Its classification is unclassified in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Peter Barlas
Chief Investment OfficerCRD 6864433
Christine Fulsang
Chief Financial Officer & Chief Operations OfficerCRD 6864385
Joel Clark
Chief Executive Officer and Portfolio ManagerCRD 6630992
Contacts
3 of 5
Andrew Csumrik
Portfolio ManagerCRD 7887291
Kenneth Harrison
Founder & Portfolio ManagerCRD 6606501
Sarah Bull
Partner, Portfolio ManagerCRD 6864430
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$77.4M in ETFs
96%
$74.5M
4%
$2.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK JUNIOR GOLD MINERS ETF (GDXJ) | VanEck | Passive | Equity Precious Metals | $7M | 58,305 | 9.04% |
Location
Toronto On, null
Location
Toronto On, null
Headquartered in Toronto On, null.
- Address
- 320 Bay Street
- Office locations
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