EVERETT HARRIS & CO
CRD #106830 SEC #801-853 LOS ANGELES, CA 213-625-2677
SEC Registered
Total AUM
$10.9B
Discretionary
$10.6B
Employees
18
Clients
--
Accounts
1,884
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $10.9B | $10.6B | $324.6M | 18 | 0 |
| Oct 2024 | $10B | $9.7B | $316.8M | 18 | 0 |
| Feb 2024 | $10B | $9.7B | $316.8M | 18 | 0 |
| Mar 2023 | $8.7B | $8.4B | $366.2M | 18 | 0 |
| Mar 2022 | $10.3B | $9.8B | $451.1M | 18 | 0 |
| Mar 2021 | $9B | $8.6B | $393.1M | 18 | 0 |
| Jun 2020 | $8B | $7.9B | $66M | 22 | 0 |
| Jun 2020 | $8B | $7.9B | $66M | 22 | 0 |
| Mar 2020 | $8B | $7.9B | $66M | 22 | 0 |
| Nov 2019 | $6.9B | $6.7B | $219.8M | 22 | 0 |
| Mar 2019 | $6.9B | $6.7B | $219.8M | 22 | 0 |
| Oct 2018 | $7.2B | $7.1B | $127M | 19 | 0 |
| Mar 2018 | $7.2B | $7.1B | $127M | 19 | 0 |
| Mar 2017 | $6.8B | $5.8B | $943.4M | 19 | 450 |
| Mar 2016 | $6.8B | $5.8B | $962.7M | 18 | 300 |
| Mar 2015 | $6.7B | $5.7B | $1B | 18 | 300 |
| Mar 2014 | $6.4B | $5.6B | $790.4M | 18 | 300 |
| Mar 2013 | $5.9B | $5.1B | $758.8M | 17 | 300 |
| Nov 2012 | $5.6B | $4.8B | $740M | 17 | 300 |
| Apr 2012 | $5.6B | $4.8B | $740M | 11 | 300 |
| Mar 2012 | $5.6B | $4.8B | $740M | 11 | 300 |
| Aug 2011 | $5.4B | $4.7B | $657.4M | -- | -- |
| Jun 2011 | $5.4B | $4.7B | $657.4M | -- | -- |
| Mar 2011 | $5.4B | $4.7B | $657.4M | -- | -- |
| Mar 2010 | $5B | $4.4B | $663.1M | -- | -- |
| Mar 2009 | $5B | $4.2B | $747M | -- | -- |
| Mar 2008 | $5.7B | $4.8B | $887.6M | -- | -- |
| Mar 2007 | $5.4B | $4.5B | $881.4M | -- | -- |
| Mar 2006 | $4.9B | $4.1B | $859.5M | -- | -- |
| Mar 2004 | $4.6B | $3.8B | $786.5M | -- | -- |
DateFeb 2025
Total AUM$10.9B
Discretionary$10.6B
Non-Disc.$324.6M
Employees18
Clients0
DateOct 2024
Total AUM$10B
Discretionary$9.7B
Non-Disc.$316.8M
Employees18
Clients0
DateFeb 2024
Total AUM$10B
Discretionary$9.7B
Non-Disc.$316.8M
Employees18
Clients0
DateMar 2023
Total AUM$8.7B
Discretionary$8.4B
Non-Disc.$366.2M
Employees18
Clients0
DateMar 2022
Total AUM$10.3B
Discretionary$9.8B
Non-Disc.$451.1M
Employees18
Clients0
DateMar 2021
Total AUM$9B
Discretionary$8.6B
Non-Disc.$393.1M
Employees18
Clients0
DateJun 2020
Total AUM$8B
Discretionary$7.9B
Non-Disc.$66M
Employees22
Clients0
DateJun 2020
Total AUM$8B
Discretionary$7.9B
Non-Disc.$66M
Employees22
Clients0
DateMar 2020
Total AUM$8B
Discretionary$7.9B
Non-Disc.$66M
Employees22
Clients0
DateNov 2019
Total AUM$6.9B
Discretionary$6.7B
Non-Disc.$219.8M
Employees22
Clients0
DateMar 2019
Total AUM$6.9B
Discretionary$6.7B
Non-Disc.$219.8M
Employees22
Clients0
DateOct 2018
Total AUM$7.2B
Discretionary$7.1B
Non-Disc.$127M
Employees19
Clients0
DateMar 2018
Total AUM$7.2B
Discretionary$7.1B
Non-Disc.$127M
Employees19
Clients0
DateMar 2017
Total AUM$6.8B
Discretionary$5.8B
Non-Disc.$943.4M
Employees19
Clients450
DateMar 2016
Total AUM$6.8B
Discretionary$5.8B
Non-Disc.$962.7M
Employees18
Clients300
DateMar 2015
Total AUM$6.7B
Discretionary$5.7B
Non-Disc.$1B
Employees18
Clients300
DateMar 2014
Total AUM$6.4B
Discretionary$5.6B
Non-Disc.$790.4M
Employees18
Clients300
DateMar 2013
Total AUM$5.9B
Discretionary$5.1B
Non-Disc.$758.8M
Employees17
Clients300
DateNov 2012
Total AUM$5.6B
Discretionary$4.8B
Non-Disc.$740M
Employees17
Clients300
DateApr 2012
Total AUM$5.6B
Discretionary$4.8B
Non-Disc.$740M
Employees11
Clients300
DateMar 2012
Total AUM$5.6B
Discretionary$4.8B
Non-Disc.$740M
Employees11
Clients300
DateAug 2011
Total AUM$5.4B
Discretionary$4.7B
Non-Disc.$657.4M
Employees--
Clients--
DateJun 2011
Total AUM$5.4B
Discretionary$4.7B
Non-Disc.$657.4M
Employees--
Clients--
DateMar 2011
Total AUM$5.4B
Discretionary$4.7B
Non-Disc.$657.4M
Employees--
Clients--
DateMar 2010
Total AUM$5B
Discretionary$4.4B
Non-Disc.$663.1M
Employees--
Clients--
DateMar 2009
Total AUM$5B
Discretionary$4.2B
Non-Disc.$747M
Employees--
Clients--
DateMar 2008
Total AUM$5.7B
Discretionary$4.8B
Non-Disc.$887.6M
Employees--
Clients--
DateMar 2007
Total AUM$5.4B
Discretionary$4.5B
Non-Disc.$881.4M
Employees--
Clients--
DateMar 2006
Total AUM$4.9B
Discretionary$4.1B
Non-Disc.$859.5M
Employees--
Clients--
DateMar 2004
Total AUM$4.6B
Discretionary$3.8B
Non-Disc.$786.5M
Employees--
Clients--