Harris Harper Counsel, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 121746
- Website
- www.cedarfund.harfam.org
- Custodians
- FIRST BANK OF RICHMON TRUST, FIRST BANK OF RICHMOND TRUST, FIRST BANK OF RICHMOND TRUST
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles97.93%
- Other2.07%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Harris Harper Counsel, Inc. is a corporation operating as an institutional Registered Investment Adviser focused on capital allocation for institutional clients. The firm charges fees as a percentage of assets under management and identifies as a capital allocator that uses third‑party managers. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and the selection of other advisers. The firm does not self-identify as an active ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
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
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Mark Harris
PartnerCRD 4577900
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations