Harris Wealth Management
Harris Wealth Management (CRD# 169810) is a financial advisory firm headquartered in Ventura, CA. They manage $5,200,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Harris Wealth Management
By the Numbers
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Total Assets Under Management5MILLION
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Total Number of Accounts6ACCOUNTS
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Average Account Value$866,667
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Harris Wealth Management
1
Brian Harris (CRD# 4175422) is an Investment Advisor Representative working at Harris Wealth Management in Ventura, CA and has over 23 years of experience in the finance industry.
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