HARRIS FINANCIAL ADVISORS INC
Legal name: HARRIS FINANCIAL ADVISORS, INC.
CRD #107510 SEC #801-45480 TORRANCE, CA 310-791-3226
SEC Registered
Total AUM
$556.4M
Discretionary
$540.8M
Employees
15
Clients
251
Accounts
1,230
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $556.4M | $540.8M | $15.5M | 15 | 400 |
| May 2020 | $556.4M | $540.8M | $15.5M | 15 | 400 |
| May 2020 | $556.4M | $540.8M | $15.5M | 15 | 400 |
| May 2020 | $556.4M | $540.8M | $15.5M | 15 | 400 |
| Mar 2020 | $556.4M | $540.8M | $15.5M | 15 | 400 |
| Mar 2019 | $453.5M | $432.6M | $21M | 15 | 400 |
| Nov 2018 | $475.3M | $460.1M | $15.2M | 14 | 400 |
| Jun 2018 | $475.3M | $460.1M | $15.2M | 14 | 400 |
| Mar 2018 | $475.3M | $460.1M | $15.2M | 14 | 400 |
| Mar 2017 | $411.2M | $397.5M | $13.6M | 15 | 400 |
| Nov 2016 | $320.8M | $307.8M | $13M | 12 | 300 |
| Jul 2016 | $320.8M | $307.8M | $13M | 12 | 300 |
| Mar 2016 | $320.8M | $307.8M | $13M | 12 | 300 |
| Nov 2015 | $343.4M | $329.4M | $14M | 10 | 300 |
| Apr 2015 | $343.4M | $329.4M | $14M | 10 | 300 |
| Mar 2014 | $327.2M | $313.5M | $13.7M | 10 | 300 |
| Apr 2013 | $276.8M | $262.5M | $14.3M | 9 | 200 |
| Nov 2012 | $231.2M | $215.6M | $15.6M | 9 | 200 |
| Mar 2012 | $231.2M | $215.6M | $15.6M | 6 | 200 |
| Mar 2011 | $224M | $211.1M | $12.9M | 10 | -- |
| Mar 2011 | $224M | $211.1M | $12.9M | 10 | -- |
| Mar 2011 | $224M | $211.1M | $12.9M | 10 | -- |
| Dec 2007 | $194.2M | $161.9M | $32.3M | 5 | -- |
| Apr 2007 | $194.2M | $161.9M | $32.3M | 5 | -- |
| Mar 2006 | $162.5M | $0 | $162.5M | 5 | -- |
| Sep 2005 | $135.8M | $0 | $135.8M | 5 | -- |
| Dec 2004 | $108.5M | $0 | $108.5M | 5 | -- |
| Mar 2004 | $108.5M | $0 | $108.5M | 5 | -- |
| Apr 2002 | $85.7M | $0 | $85.7M | 5 | -- |
DateJun 2020
Total AUM$556.4M
Discretionary$540.8M
Non-Disc.$15.5M
Employees15
Clients400
DateMay 2020
Total AUM$556.4M
Discretionary$540.8M
Non-Disc.$15.5M
Employees15
Clients400
DateMay 2020
Total AUM$556.4M
Discretionary$540.8M
Non-Disc.$15.5M
Employees15
Clients400
DateMay 2020
Total AUM$556.4M
Discretionary$540.8M
Non-Disc.$15.5M
Employees15
Clients400
DateMar 2020
Total AUM$556.4M
Discretionary$540.8M
Non-Disc.$15.5M
Employees15
Clients400
DateMar 2019
Total AUM$453.5M
Discretionary$432.6M
Non-Disc.$21M
Employees15
Clients400
DateNov 2018
Total AUM$475.3M
Discretionary$460.1M
Non-Disc.$15.2M
Employees14
Clients400
DateJun 2018
Total AUM$475.3M
Discretionary$460.1M
Non-Disc.$15.2M
Employees14
Clients400
DateMar 2018
Total AUM$475.3M
Discretionary$460.1M
Non-Disc.$15.2M
Employees14
Clients400
DateMar 2017
Total AUM$411.2M
Discretionary$397.5M
Non-Disc.$13.6M
Employees15
Clients400
DateNov 2016
Total AUM$320.8M
Discretionary$307.8M
Non-Disc.$13M
Employees12
Clients300
DateJul 2016
Total AUM$320.8M
Discretionary$307.8M
Non-Disc.$13M
Employees12
Clients300
DateMar 2016
Total AUM$320.8M
Discretionary$307.8M
Non-Disc.$13M
Employees12
Clients300
DateNov 2015
Total AUM$343.4M
Discretionary$329.4M
Non-Disc.$14M
Employees10
Clients300
DateApr 2015
Total AUM$343.4M
Discretionary$329.4M
Non-Disc.$14M
Employees10
Clients300
DateMar 2014
Total AUM$327.2M
Discretionary$313.5M
Non-Disc.$13.7M
Employees10
Clients300
DateApr 2013
Total AUM$276.8M
Discretionary$262.5M
Non-Disc.$14.3M
Employees9
Clients200
DateNov 2012
Total AUM$231.2M
Discretionary$215.6M
Non-Disc.$15.6M
Employees9
Clients200
DateMar 2012
Total AUM$231.2M
Discretionary$215.6M
Non-Disc.$15.6M
Employees6
Clients200
DateMar 2011
Total AUM$224M
Discretionary$211.1M
Non-Disc.$12.9M
Employees10
Clients--
DateMar 2011
Total AUM$224M
Discretionary$211.1M
Non-Disc.$12.9M
Employees10
Clients--
DateMar 2011
Total AUM$224M
Discretionary$211.1M
Non-Disc.$12.9M
Employees10
Clients--
DateDec 2007
Total AUM$194.2M
Discretionary$161.9M
Non-Disc.$32.3M
Employees5
Clients--
DateApr 2007
Total AUM$194.2M
Discretionary$161.9M
Non-Disc.$32.3M
Employees5
Clients--
DateMar 2006
Total AUM$162.5M
Discretionary$0
Non-Disc.$162.5M
Employees5
Clients--
DateSep 2005
Total AUM$135.8M
Discretionary$0
Non-Disc.$135.8M
Employees5
Clients--
DateDec 2004
Total AUM$108.5M
Discretionary$0
Non-Disc.$108.5M
Employees5
Clients--
DateMar 2004
Total AUM$108.5M
Discretionary$0
Non-Disc.$108.5M
Employees5
Clients--
DateApr 2002
Total AUM$85.7M
Discretionary$0
Non-Disc.$85.7M
Employees5
Clients--