Investment adviser · CRD 150248
HCO PRIVATE WEALTH
Investment adviser filing (IA)
HARRISON & COMPANY WEALTH MANAGEMENT, LLC
ROANOKE, VA, United States · Form ADV filed Jul 11, 2022
- Regulatory AUM
- $166M Form ADV · Item 5.F
- Client accounts
- 595 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 54 | $127,413,474 | 76.9% |
| Retirement plans | 20 | $19,761,232 | 11.9% |
| Individuals | 50 | $18,546,050 | 11.2% |
Filing source
Form ADV 1662566 · Jul 11, 2022 · 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 fundsThe 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: Jul 11, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
2008 STEPHENSON AVE, SWROANOKE, VA, 24014, United States
CRD 150248
Filing source
Form ADV 1662566 · Jul 11, 2022 · 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.