William Harris Investors, Inc.
William Harris Investors, Inc. (CRD# 108353) is a financial advisory firm headquartered in Chicago, IL. They manage $1,698,632,730 in 419 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
William Harris Investors, Inc.
By the Numbers
-
Total Assets Under Management1,699MILLION
-
Total Number of Accounts419ACCOUNTS
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Average Account Value$4,054,016
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, IL, MA, MN, NY
Financial Advisors at William Harris Investors, Inc.
No Advisor Found.
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