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BEAIRD HARRIS
5005 Lyndon B Johnson Fwy
Ste 1700
Dallas, Texas 75244
Tel: 972-503-1040
About BEAIRD HARRIS
BEAIRD HARRIS, formally registered with the SEC as BEAIRD HARRIS. The firm was established in 05/20/1996. They have over 1 offices throughout the country.
BEAIRD HARRIS is a Dallas, Texas based Financial Planning firm with nearly $1,669,836,738 assets under management, offering retirement planning & investment advisory services to 2968 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107238 |
| SEC# | 801-51938 |
| Assets Managed by Firm | $1,669,836,738 |
| No. of Clients | 2968 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2968 | $1,669,836,738 |
| Individuals (other than high net worth individuals) | 293 | $141,780,743 |
| High net worth individuals | 402 | $1,444,866,370 |
| Pension and profit sharing plans | 9 | $61,543,381 |
| Charitable organizations | Fewer than 5 clients | $7,481,341 |
| Corporations or other businesses | Fewer than 5 clients | $14,164,903 |
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