Harrison Lazarus Advisors, Inc.
Harrison Lazarus Advisors, Inc. (CRD# 144089) is a financial advisory firm headquartered in , . They manage $40,026,055 in 148 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Harrison Lazarus Advisors, Inc.
By the Numbers
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Total Assets Under Management40MILLION
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Total Number of Accounts148ACCOUNTS
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Average Account Value$270,446
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Harrison Lazarus Advisors, Inc.
1
Harrison Lazarus, Jr. (CRD# 5339316) is an Investment Advisor Representative working at Harrison Lazarus Advisors, Inc. in San Francisco, CA and has over 16 years of experience in the finance industry.
2
John Phelan (CRD# 6202586) is an Investment Advisor Representative working at Harrison Lazarus Advisors, Inc. in San Francisco, CA and has over 6 years of experience in the finance industry.
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