Allred Harris Wealth ManagemenT.
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 297533
- Registered since
- August 28, 2018
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.52%
- Corporations / Businesses16.46%
- Individuals12.11%
- Charitable Organizations5.04%
- Pension & Profit Sharing Plans2.87%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Allred Harris Wealth ManagemenT. is an independent, SEC-registered RIA organized as an LLC and operating as a capital allocator for both individuals/families and institutional clients. The firm offers financial planning and portfolio management for individuals, small businesses, businesses and institutions, and also performs manager selection for third-party advisers. Its fee models include percentage-of-AUM billing as well as hourly and fixed fees, reflecting a mix of advisory arrangements. The firm does not identify as an active ESG investor and does not serve as a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents8%
- US Government Bonds2%
- State & Local Bonds2%
Contacts
3 of 4
Jonathan Allred
Managing PartnerCRD 4693933
Jeanie Harris
Head of Client RelationsCRD 7842754
James Harris
Financial PlannerCRD 4216083
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$167M in ETFs
83%
$140M
7%
$28M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-1 YEAR TREASURY BOND ETF (SHV) | BlackRock | Passive | Ultrashort Bond | $28.8M | 261,023 | 17.20% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 8333 Douglas Ave
- Time zone
- CT (UTC-6)
- Office locations
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