Harris & Associates

Harris & Associates (CRD# 134066) is a financial advisory firm headquartered in Manhattan Beach, CA. They manage $28,650,976 in 175 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
505 N. Sepulveda Blvd., Suite 5, Manhattan Beach, CA 90266
https://twitter.com/harrisnav
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $163,720
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CA, TX

Financial Advisors at Harris & Associates
Showing 1 - 1 of 1 top financial advisors.
1
David Harris, financial advisor Manhattan Beach CA
David L. Harris
CRD#: 2288252
505 N. Sepulveda Blvd., Suite 5, Manhattan Beach, CA 90266

David Harris (CRD# 2288252) is an Investment Advisor Representative working at Harris & Associates in Manhattan Beach, CA and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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