Robert Harrell, Incorporated

Robert Harrell, Incorporated (CRD# 106191) is a financial advisory firm headquartered in Austin, TX. They manage $840,943,560 in 69 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8310 N. Capital Of Texas Highway, Building 1, Suite 320, Austin, TX 78731
http://www.harrell.com
By the Numbers
  • Total Assets Under Management
    841
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $12,187,588
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Robert Harrell, Incorporated
Showing 1 - 5 of 5 top financial advisors.
1
Robert Harrell, financial advisor Austin TX
Robert L. Harrell
CRD#: 237578
8310 N Capital Of Tx Hwy., Suite 320, Austin, TX 78731

Robert Harrell (CRD# 237578) is an Investment Advisor Representative working at Robert Harrell, Incorporated in Austin, TX and has 1 year of experience in the finance industry.

2
William Harrell, financial advisor Austin TX
William B. Harrell
CRD#: 3053590
8310 N. Capital Of Texas Highway, Building 1, Suite 320, Austin, TX 78731

William Harrell (CRD# 3053590) is an Investment Advisor Representative working at Robert Harrell, Incorporated in Austin, TX and has over 25 years of experience in the finance industry.

3
David James, financial advisor Austin TX
David H. James
CRD#: 4542486
8310 N. Capital Of Texas Highway, Building 1, Suite 320, Austin, TX 78731

David James (CRD# 4542486) is an Investment Advisor Representative working at Robert Harrell, Incorporated in Austin, TX and has over 23 years of experience in the finance industry.

4
Sandra Larsen-Harrell, financial advisor Austin TX
Sandra K. Larsen-Harrell
CRD#: 2437600
8310 N Capital Of Tx Hwy., Suite 320, Austin, TX 78731

Sandra Larsen-Harrell (CRD# 2437600) is an Investment Advisor Representative working at Robert Harrell, Incorporated in Austin, TX and has over 30 years of experience in the finance industry.

5
Charles Smith, financial advisor Austin TX
Charles B. Smith
CRD#: 6007735
8310 N. Capital Of Texas Highway, Building 1, Suite 320, Austin, TX 78731

Charles Smith (CRD# 6007735) is an Investment Advisor Representative working at Robert Harrell, Incorporated in Austin, TX and has over 12 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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