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EVERETT HARRIS & CO
801 South Figueroa Street
Suite 2050
Los Angeles, California 90017
Tel: 213-625-2677
About EVERETT HARRIS & CO
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| 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 |
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