Harlig Financials
RIASEC Registered
Total AUM
$270K
Discretionary
$270K
100% of AUM
Avg account
$90K
Accounts
3
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 335800
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Harlig Financials is a small, individually owned limited liability company that combines insurance brokerage with advisory services aimed at individuals and small businesses. The firm provides financial planning and discretionary portfolio management and charges advisory fees as a percentage of assets under management. It is not positioned as an ESG investor, pension consultant, multi-state adviser, or capital allocator.
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 Equities92%
- Cash & Cash Equivalents4%
- US Government Bonds3%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1Menachem Harlig
Chief Executive OfficerCRD 8062975
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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