Investment adviser · CRD 107510

HARRIS FINANCIAL ADVISORS, INC.

Investment adviser filing (IA)

HARRIS FINANCIAL ADVISORS INC

TORRANCE, CA, United States · Form ADV filed Jun 17, 2020

Regulatory AUM: $556M
Client accounts: 1,230
Employees: 15
Advisory professionals: 6

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	75	$266,628,784	47.9%
Individuals	312	$242,072,078	43.5%
Charities	16	$47,660,396	8.6%
Banks & thrifts	Fewer than 5	$0	0.0%
Retirement plans	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%
Corporations & businesses	Fewer than 5	$0	0.0%

Filing source

Form ADV 1433121 · Jun 17, 2020 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 17, 2020. View historical filings

Reported services

Financial planning · Individual portfolio management · Educational seminars

Compensation

Percentage of assets · Hourly

Principal office

25500 HAWTHORNE BLVD., SUITE 1030
TORRANCE, CA, 90505, United States

CRD 107510

Filing source

Form ADV 1433121 · Jun 17, 2020 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.