Harris Associates Securities L.P.
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 6959
- Registered since
- December 24, 1975
- Website
- harrisassoc.com
Firm profile
FINTRXOverview
Harris Associates Securities L.P. is structured as a partnership and has been SEC-registered since 1975. FINTRX classifies the firm as unclassified and lists the owner type as both a domestic entity and individual. The firm is not identified as a capital allocator, multi-state adviser, pension consultant, or related adviser in the available records. FINTRX also flags the firm as not being an active ESG investor. The source material provides limited public detail about the firm’s advisory activities, fee models, or client segments. The record emphasizes the entity’s regulatory status and organizational form rather than a retail or institutional client focus.
Public Holdings
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
Owners & executives
2 of 2
Zachary Weber
Chief Financial OfficerCRD 5483343
John Kane
Chief Compliance OfficerCRD 2590001
Contacts
3 of 41
Carlos Villarreal
Senior DirectorCRD 5103322
Kyle Breen
Associate Portfolio SpecialistCRD 6731878
Michael Mullane
Client Portfolio ManagerCRD 4737059
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$7.8M in ETFs
98%
$7.6M
0%
$195K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $3.8M | 19,859 | 48.58% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 111 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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