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ROBERT HARRELL, INCORPORATED
8310 N. Capital Of Texas Highway
Building 1, Suite 320
Austin, Texas 78731
Tel: 512-795-9100
About ROBERT HARRELL, INCORPORATED
ROBERT HARRELL, INCORPORATED, formally registered with the SEC as ROBERT HARRELL, INCORPORATED. The firm was established in 10/28/1991. They have over 1 offices throughout the country.
ROBERT HARRELL, INCORPORATED is a Austin, Texas based Financial Planning firm with nearly $840,943,560 assets under management, offering retirement planning & investment advisory services to 69 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106191 |
| SEC# | 801-40048 |
| Assets Managed by Firm | $840,943,560 |
| No. of Clients | 69 |
| No. of Advisors | 5 |
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
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 69 | $840,943,560 |
| High net worth individuals | 53 | $163,237,116 |
| Pension and profit sharing plans | 1 | $35,417,593 |
| Charitable organizations | 6 | $148,820,605 |
| Corporations or other businesses | 1 | $2,717,095 |
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