HARRISON & COMPANY WEALTH MANAGEMENT, LLC
Legal name: HCO PRIVATE WEALTH
CRD #150248 SEC #801-113914 ROANOKE, VA 540-204-9310
SEC Registered
Total AUM
$165.7M
Discretionary
$165.7M
Employees
5
Clients
101
Accounts
595
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2022 | $165.7M | $165.7M | $0 | 5 | 0 |
| Mar 2022 | $165.7M | $165.7M | $0 | 5 | 0 |
| Feb 2022 | $165.7M | $165.7M | $0 | 5 | 0 |
| Feb 2022 | $165.7M | $165.7M | $0 | 5 | 0 |
| Feb 2022 | $142.9M | $142.9M | $0 | 5 | 0 |
| Nov 2021 | $142.9M | $142.9M | $0 | 5 | 0 |
| Oct 2021 | $142.9M | $142.9M | $0 | 5 | 0 |
| Jun 2021 | $142.9M | $142.9M | $0 | 5 | 0 |
| May 2021 | $142.9M | $142.9M | $0 | 5 | 0 |
| May 2021 | $142.9M | $142.9M | $0 | 5 | 0 |
| Apr 2021 | $142.9M | $142.9M | $0 | 4 | 0 |
| Mar 2021 | $142.9M | $142.9M | $0 | 4 | 0 |
| Mar 2021 | $142.9M | $142.9M | $0 | 4 | 0 |
| Jun 2020 | $121M | $121M | $0 | 4 | 0 |
| Jun 2020 | $121M | $121M | $0 | 4 | 0 |
| Mar 2020 | $121M | $121M | $0 | 4 | 0 |
| Mar 2020 | $121M | $121M | $0 | 5 | 0 |
| Nov 2019 | $105.5M | $105.5M | $0 | 5 | 0 |
| Oct 2019 | $105.5M | $105.5M | $0 | 4 | 0 |
| Mar 2019 | $105.5M | $105.5M | $0 | 4 | 0 |
| Jul 2018 | $110.2M | $110.2M | $0 | 3 | 0 |
| May 2012 | $46M | $44.3M | $1.7M | 1 | 26 |
| Mar 2012 | $46M | $44.3M | $1.7M | 1 | 26 |
| Mar 2011 | $43.7M | $37.9M | $5.7M | 5 | -- |
| Apr 2009 | $38M | $11M | $27M | 5 | -- |
DateJul 2022
Total AUM$165.7M
Discretionary$165.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$165.7M
Discretionary$165.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$165.7M
Discretionary$165.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$165.7M
Discretionary$165.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees5
Clients0
DateNov 2021
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$142.9M
Discretionary$142.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees5
Clients0
DateNov 2019
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees5
Clients0
DateOct 2019
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees4
Clients0
DateJul 2018
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees3
Clients0
DateMay 2012
Total AUM$46M
Discretionary$44.3M
Non-Disc.$1.7M
Employees1
Clients26
DateMar 2012
Total AUM$46M
Discretionary$44.3M
Non-Disc.$1.7M
Employees1
Clients26
DateMar 2011
Total AUM$43.7M
Discretionary$37.9M
Non-Disc.$5.7M
Employees5
Clients--
DateApr 2009
Total AUM$38M
Discretionary$11M
Non-Disc.$27M
Employees5
Clients--