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 a long-established partnership that has been SEC-registered since 1975. The firm is organized with domestic entity and individual ownership characteristics and is classified in the dataset as unclassified. Available records identify Harris Associates as not positioning itself as an active ESG investor and not operating as a multi-state adviser; it is also marked as not a capital allocator in the provided snapshot. The public filings and holdings data indicate the firm's activity centers on managing public equity portfolios rather than offering broad advisory services disclosed in this dataset.
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
Owners & executives
2 of 2ZACHARY WEBER
Chief Financial OfficerCRD 5483343
JOHN KANE
Chief Compliance OfficerCRD 2590001
Contacts
3 of 40CHRISTOPHER KELLER
Partner, PresidentCRD 2865184
DIANE HURLEY
Senior Fixed Income TraderCRD 2804707
Timothy Hanson
Senior DeveloperCRD 7001173
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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