801 South Figueroa Street
Suite 2050
Los Angeles, California 90017
Tel: 213-625-2677
EVERETT HARRIS & CO, formally registered with the SEC as EVERETT HARRIS & CO. The firm was established in 11/01/1940. They have over 4 offices throughout the country.
EVERETT HARRIS & CO is a Los Angeles, California based Financial Planning firm with nearly $10,897,570,758 assets under management, offering retirement planning & investment advisory services to 1884 clients. The firm is staffed with 18 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106830 |
| SEC# | 801-853 |
| Assets Managed by Firm | $10,897,570,758 |
| No. of Clients | 1884 |
| No. of Advisors | 18 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1884 | $10,897,570,758 |
| Individuals (other than high net worth individuals) | 681 | $10,670,428,285 |
| Charitable organizations | 36 | $205,209,476 |
| Corporations or other businesses | Fewer than 5 clients | $21,932,997 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
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