Harrison Fiduciary Group
Firm details
- Headquarters
- New York, New York
- CRD number
- 155845
- Registered since
- July 31, 2017
- Website
- harrisonfiduciary.com
- Fee structure
- Fixed Fees
- Services
- Portfolio Management for Pooled Investment VehiclesPension Consulting
Firm profile
FINTRXOverview
Harrison Fiduciary Group operates as a limited liability company, having been registered with the SEC in 2017. The firm focuses primarily on institutional clients, providing services that include portfolio management for pooled investment vehicles and pension consulting. With a fee structure based on fixed fees, the firm engages in activities as a financial product salesperson, although it does not classify itself as a capital allocator. Harrison Fiduciary Group does not actively pursue ESG investments and is not 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
Contacts
1 of 1
Mitchell Shames
Founder and Managing DirectorCRD 4340477
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 45 Rockefeller Plz
- Time zone
- ET (UTC-5)
- Office locations
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