Harris And Harris Wealth Management Group, LLC
Harris And Harris Wealth Management Group, LLC (CRD# 149577) is a financial advisory firm headquartered in , . They manage $12,594,796 in 153 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Harris And Harris Wealth Management Group, LLC
By the Numbers
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Total Assets Under Management13MILLION
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Total Number of Accounts153ACCOUNTS
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Average Account Value$82,319
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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DC, MD, TX, VA
Financial Advisors at Harris And Harris Wealth Management Group, LLC
1
Zaneilia Harris (CRD# 4188534) is an Investment Advisor Representative working at Harris And Harris Wealth Management Group, LLC in Upper Marlboro, MD and has over 23 years of experience in the finance industry.
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