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HARRELL INVESTMENT PARTNERS, LLC
3814 Medical Parkway
Austin, Texas 78756
Tel: 512-759-8000
About HARRELL INVESTMENT PARTNERS, LLC
HARRELL INVESTMENT PARTNERS, LLC, formally registered with the SEC as HARRELL INVESTMENT PARTNERS, LLC. The firm was established in 12/04/2018. They have over 1 offices throughout the country.
HARRELL INVESTMENT PARTNERS, LLC is a Austin, Texas based Financial Planning firm with nearly $598,645,365 assets under management, offering retirement planning & investment advisory services to 769 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299166 |
| SEC# | 801-114354 |
| Assets Managed by Firm | $598,645,365 |
| No. of Clients | 769 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 769 | $598,645,365 |
| Individuals (other than high net worth individuals) | 122 | $46,692,402 |
| High net worth individuals | 71 | $548,951,212 |
| Charitable organizations | Fewer than 5 clients | $3,001,751 |
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