Harding Loevner LP

Harding Loevner LP (CRD# 104543) is a financial advisory firm headquartered in Bridgewater, NJ. They manage $37,569,307,552 in 21,431 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    37,569
    MILLION
  • Total Number of Accounts
    21,431
    ACCOUNTS
  • Average Account Value
    $1,753,036
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Harding Loevner LP
Showing 1 - 4 of 4 top financial advisors.
1
David R. Loevner
CRD#: 1470556
50 Division Street, Suite 401, Somerville, NJ 08876
93
Wealthminder
score

David Loevner (CRD# 1470556) is an Investment Advisor Representative working at Harding Loevner LP in Somerville, NJ and has over 28 years of experience in the finance industry.

2
Richard T. Reiter
CRD#: 1887145
50 Division Street, Suite 401, Somerville, NJ 08876
93
Wealthminder
score

Richard Reiter (CRD# 1887145) is an Investment Advisor Representative working at Harding Loevner LP in Somerville, NJ and has over 14 years of experience in the finance industry.

3
Jared R. Tramutola
CRD#: 6090086
400 Crossing Blvd, Fourth Floor, Bridgewater, NJ 08807
90
Wealthminder
score

Jared Tramutola (CRD# 6090086) is an Investment Advisor Representative working at Harding Loevner LP in Bridgewater, NJ and has over 5 years of experience in the finance industry.

4
Lisa M. Mehmet
CRD#: 5179380
400 Crossing Blvd, Fourth Floor, Bridgewater, NJ 08807
89
Wealthminder
score

Lisa Mehmet (CRD# 5179380) is an Investment Advisor Representative working at Harding Loevner LP in Bridgewater, NJ and has over 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.