Euclid Harding, LLC
RIAState Registered
Total AUM
$3.8M
Discretionary
$3.8M
100% of AUM
Avg account
$190K
Accounts
20
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 336693
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.73%
- Individuals25.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Euclid Harding, LLC is an independently owned limited liability advisory firm that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services, charging either a percentage of assets under management or fixed fees. It is state-registered in Connecticut and Louisiana and is run under individual ownership rather than as part of a larger broker-dealer or multi-state advisory network.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds92%
- Cash & Cash Equivalents8%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations