Harding Loevner LP

Harding Loevner LP (CRD# 104543) is a financial advisory firm headquartered in Bridgewater, NJ. They manage $47,749,238,231 in 4,701 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    47,749
    MILLION
  • Total Number of Accounts
    4,701
    ACCOUNTS
  • Average Account Value
    $10,157,251
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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
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, WY

Financial Advisors at Harding Loevner LP
Showing 1 - 3 of 3 top financial advisors.
1
David R. Loevner
CRD#: 1470556
50 Division Street, Suite 401, Somerville, NJ 08876

David Loevner (CRD# 1470556) is an Investment Advisor Representative working at Harding Loevner LP in Somerville, NJ and has over 34 years of experience in the finance industry.

2
Jared R. Tramutola
CRD#: 6090086
400 Crossing Blvd, Fourth Floor, Bridgewater, NJ 08807

Jared Tramutola (CRD# 6090086) is an Investment Advisor Representative working at Harding Loevner LP in Bridgewater, NJ and has over 11 years of experience in the finance industry.

3
Lisa M. Wilkens
CRD#: 5179380
400 Crossing Blvd, Fourth Floor, Bridgewater, NJ 08807

Lisa Wilkens (CRD# 5179380) is an Investment Advisor Representative working at Harding Loevner LP in Bridgewater, NJ and has over 10 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.