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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 11, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HAMRE, IAN, ALEXANDER | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, BRUCE, HUBBARD | I | MEMBER | NA | Control |
| HARRISON, ELIZABETH, N | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARRISON, ELIZABETH, N | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARRISON, ELIZABETH, N | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARRISON, ELIZABETH, N | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARRISON, ELIZABETH, N | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARRISON, ELIZABETH, N | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARRISON, ELIZABETH, N | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARRISON, BRUCE, HUBBARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | MANAGING PARTNER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | MANAGING PARTNER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | MANAGING PARTNER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | MANAGING PARTNER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | MANAGING PARTNER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | MANAGING PARTNER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | MANAGING PARTNER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | MEMBER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | MEMBER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | MEMBER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | MEMBER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | MEMBER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | MEMBER | E | Control |
| HARRISON, BRUCE, HUBBARD | I | MEMBER | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| HAMRE, IAN, ALEXANDER | I | MANAGING PARTNER | B | Control |
| HAMRE, IAN, ALEXANDER | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | B | Control |
| HAMRE, IAN, ALEXANDER | I | MANAGING PARTNER | B | Control |
| HAMRE, IAN, ALEXANDER | I | MANAGING PARTNER | B | Control |
| HAMRE, IAN, ALEXANDER | I | MANAGING PARTNER | B | Control |
| HAMRE, IAN, ALEXANDER | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | B | Control |
| HAMRE, IAN, ALEXANDER | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | B | Control |
| HAMRE, IAN, ALEXANDER | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | B | Control |
| HAMRE, IAN, ALEXANDER | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | B | Control |
| HAMRE, IAN, ALEXANDER | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | B | Control |
| HAMRE, IAN, ALEXANDER | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Jul 11, 2022 REGISTERED
Notice Filings (12)
CA CT FL GA IN MD NC OR SC TX VA WV
Address
2008 STEPHENSON AVESW
ROANOKE, VA 24014
United States
Phone: 540-204-9310