Harder Management Company, Inc.

RIASEC Registered
Total AUM
$40.5M
Discretionary
$40.5M
100% of AUM
Avg account
$4.5M
Accounts
9
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
105848
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Harder Management Company, Inc. is a small, fee-based advisory firm focused on direct portfolio management for individuals and small businesses. The firm runs a concentrated, equity-first approach: exchange-traded equities make up the bulk of investable assets, and portfolios are managed on a discretionary basis. It charges clients on a percentage of assets under management and does not identify as an ESG-focused manager. With an individual-owner structure and a client roster limited to high-net-worth individuals and families, the firm operates like a boutique RIA that emphasizes liquid, traded securities while selectively accessing less liquid strategies through third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 74%, Cash & Cash Equivalents 17%, Non-Exchange Traded Equities 6%, Private Funds 3%74%
  • Exchange Traded Equities74%
  • Cash & Cash Equivalents17%
  • Non-Exchange Traded Equities6%
  • Private Funds3%

Contacts

1 of 1
  • Torrence Harder

    PresidentCRD 4380344

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth