ALLRED HARRIS WEALTH MANAGEMENT.

RIASEC RegisteredEst. 2018

Total AUM

$493M

Discretionary

$491M

99% of AUM

Avg account

$1.4M

Accounts

353

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 297533
Registered since: August 28, 2018
Website: www.allredcapitalmanagement.com
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

FINTRX

Overview

Allred Harris Wealth Management is an independent Registered Investment Adviser organized as an LLC and first registered with the SEC in 2018. The firm is owned by an individual and serves both individual/family clients and institutional clients. It functions as a capital allocator and offers a mix of advisory services that include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selection of other advisers. The firm charges fees on a percentage-of-AUM basis and also offers hourly and fixed-fee arrangements. Allred Harris does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.