RIA Intel›Advisers›Michigan›HARWOOD INVESTMENT STRATEGIES, L.L.C.

HARWOOD INVESTMENT STRATEGIES, L.L.C.

Advisory

MONROE, MI

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in MI
#472
of 521 advisers by AUM
Average account
$293K
across 212 accounts
AUM per adviser
$31M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$62M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$62M
Discretionary AUM$58M
Non-Discretionary AUM$4M
Discretionary %94.1%
Total Clients130
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI, OH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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0.0% 1Y
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