S HARRIS FINANCIAL GROUP, LLC
CRD #151899 SEC #801-131466 SAN ANTONIO, TX 210-547-3450
SEC Registered
Total AUM
$351.9M
Discretionary
$348.6M
Employees
7
Clients
10
Accounts
889
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $351.9M | $348.6M | $3.2M | 7 | 30 |
| Jun 2025 | $351.9M | $348.6M | $3.2M | 8 | 30 |
| Mar 2025 | $351.9M | $348.6M | $3.2M | 8 | 30 |
| Oct 2024 | $218.7M | $218.7M | $0 | 7 | 3 |
DateJul 2025
Total AUM$351.9M
Discretionary$348.6M
Non-Disc.$3.2M
Employees7
Clients30
DateJun 2025
Total AUM$351.9M
Discretionary$348.6M
Non-Disc.$3.2M
Employees8
Clients30
DateMar 2025
Total AUM$351.9M
Discretionary$348.6M
Non-Disc.$3.2M
Employees8
Clients30
DateOct 2024
Total AUM$218.7M
Discretionary$218.7M
Non-Disc.$0
Employees7
Clients3