HARRIS PRESTON & PARTNERS, LLC

1221 S Mopace Expressway
Suite 260
Austin, Texas 78746
Tel: 512-320-4111

About HARRIS PRESTON & PARTNERS, LLC

HARRIS PRESTON & PARTNERS, LLC, formally registered with the SEC as HARRIS PRESTON & PARTNERS, LLC. The firm was established in 03/27/2012. They have over 1 offices throughout the country.

HARRIS PRESTON & PARTNERS, LLC is a Austin, Texas based Financial Planning firm with nearly $646,824,942 assets under management, offering retirement planning & investment advisory services to 104 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160068
SEC#	801-74433
Assets Managed by Firm	$646,824,942
No. of Clients	104
No. of Advisors	17

Fee Structure

A percentage of AUM
Other (PERFORMANCE ALLOCATION)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	104	$646,824,942

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