JEFF HARRIS & ASSOCIATES, INC.
CRD #109156 SEC #801-60055 HARRISONBURG, VA 540-574-2508
SEC Registered Disclosures
Total AUM
$50.5M
Discretionary
$37.8M
Employees
1
Clients
101
Accounts
266
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $50.5M | $37.8M | $12.8M | 1 | 300 |
| Mar 2012 | $50.5M | $37.8M | $12.8M | 1 | 300 |
| Mar 2011 | $45.4M | $35.1M | $10.4M | 5 | -- |
| Jun 2010 | $37.8M | $30.6M | $7.2M | 5 | -- |
| Apr 2010 | $40M | $27M | $13M | 5 | -- |
| Jul 2009 | $51.6M | $0 | $51.6M | 5 | -- |
| Feb 2009 | $43M | $0 | $43M | 5 | -- |
| May 2007 | $43.3M | $0 | $43.3M | 5 | -- |
| Apr 2007 | $43.3M | $0 | $43.3M | 5 | -- |
| Mar 2007 | $43.3M | $0 | $43.3M | 5 | -- |
| Feb 2006 | $37.4M | $0 | $37.4M | 5 | -- |
| Oct 2005 | $34.2M | $0 | $34.2M | 5 | -- |
| Aug 2004 | $56.3M | $0 | $56.3M | 10 | -- |
| Mar 2002 | $46.5M | $0 | $46.5M | 10 | -- |
| Oct 2001 | $40.2M | $0 | $40.2M | 10 | -- |
| Sep 2001 | $40.2M | $0 | $40.2M | 10 | -- |
| May 2001 | $40.2M | $2.7M | $37.5M | 10 | -- |
DateMay 2012
Total AUM$50.5M
Discretionary$37.8M
Non-Disc.$12.8M
Employees1
Clients300
DateMar 2012
Total AUM$50.5M
Discretionary$37.8M
Non-Disc.$12.8M
Employees1
Clients300
DateMar 2011
Total AUM$45.4M
Discretionary$35.1M
Non-Disc.$10.4M
Employees5
Clients--
DateJun 2010
Total AUM$37.8M
Discretionary$30.6M
Non-Disc.$7.2M
Employees5
Clients--
DateApr 2010
Total AUM$40M
Discretionary$27M
Non-Disc.$13M
Employees5
Clients--
DateJul 2009
Total AUM$51.6M
Discretionary$0
Non-Disc.$51.6M
Employees5
Clients--
DateFeb 2009
Total AUM$43M
Discretionary$0
Non-Disc.$43M
Employees5
Clients--
DateMay 2007
Total AUM$43.3M
Discretionary$0
Non-Disc.$43.3M
Employees5
Clients--
DateApr 2007
Total AUM$43.3M
Discretionary$0
Non-Disc.$43.3M
Employees5
Clients--
DateMar 2007
Total AUM$43.3M
Discretionary$0
Non-Disc.$43.3M
Employees5
Clients--
DateFeb 2006
Total AUM$37.4M
Discretionary$0
Non-Disc.$37.4M
Employees5
Clients--
DateOct 2005
Total AUM$34.2M
Discretionary$0
Non-Disc.$34.2M
Employees5
Clients--
DateAug 2004
Total AUM$56.3M
Discretionary$0
Non-Disc.$56.3M
Employees10
Clients--
DateMar 2002
Total AUM$46.5M
Discretionary$0
Non-Disc.$46.5M
Employees10
Clients--
DateOct 2001
Total AUM$40.2M
Discretionary$0
Non-Disc.$40.2M
Employees10
Clients--
DateSep 2001
Total AUM$40.2M
Discretionary$0
Non-Disc.$40.2M
Employees10
Clients--
DateMay 2001
Total AUM$40.2M
Discretionary$2.7M
Non-Disc.$37.5M
Employees10
Clients--