RIA Intel›Advisers›California›HARRIS FINANCIAL ADVISORS INC

HARRIS FINANCIAL ADVISORS INC

Advisory

N·TORRANCE, CA

Data as of Jun 17, 2020 · Source: SEC Form ADV

Total AUM

$556M

1-Year AUM Growth

+22.7%

3-Year CAGR

+9.8%

Employees

6

Assets Under Management

Total AUM$556M

Discretionary AUM$541M

Non-Discretionary AUM$16M

Discretionary %97.2%

Total Clients—

Team

Total Employees6

Investment Advisers15

Employee Growth (1Y)—

Filing History

Total Filings on Record45

First FilingFeb 28, 2001

Latest FilingJun 17, 2020

🔒 Full AUM trend chart and 45 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HARRIS FINANCIAL ADVISORS INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.