Harris Wealth Management

Overview

Harris Wealth Management is a small, privately owned corporate advisory practice that serves individual and family clients. The firm charges fees as a percentage of assets under management and focuses on portfolio management for individuals and small businesses. Harris also operates as a real estate broker and lists an affiliation with an insurance company, indicating a mix of investment advisory and ancillary insurance/real estate activities. The firm reports an owner who is an individual and does not present itself as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices