Harris & Associates
Harris & Associates (CRD# 134066) is a financial advisory firm headquartered in Manhattan Beach, CA. They manage $20,206,632 in 145 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts145ACCOUNTS
Average Account Value$139,356
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
David Harris (CRD# 2288252) is an Investment Advisor Representative working at Harris & Associates in Manhattan Beach, CA and has over 25 years of experience in the finance industry. David Harris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.