400 East Mill Plain Blvd.
Suite 200
Vancouver, Washington 98660
Tel: 360-573-2522
HARLOW WEALTH MANAGEMENT, INC, formally registered with the SEC as HARLOW WEALTH MANAGEMENT, INC. The firm was established in 01/08/2018. They have over 1 offices throughout the country.
HARLOW WEALTH MANAGEMENT, INC. is a Vancouver, Washington based Financial Planning firm with nearly $315,949,895 assets under management, offering retirement planning & investment advisory services to 1629 clients. The firm is staffed with 14 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 148315 |
SEC# | 801-112275 |
Assets Managed by Firm | $315,949,895 |
No. of Clients | 1629 |
No. of Advisors | 14 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1629 | $315,949,895 |
Individuals (other than high net worth individuals) | 616 | $188,149,675 |
High net worth individuals | 68 | $117,315,639 |
Pension and profit sharing plans | 20 | $3,272,103 |
Charitable organizations | 1 | $971,279 |
Corporations or other businesses | 3 | $6,241,199 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$475,093,919,406 | 163121 | 877 | |
$82,657,150,657 | 146 | 653 | |
$52,480,583,056 | 70944 | 653 | |
$24,747,000,000 | 17 | 95 | |
$23,026,995,111 | 77 | 656 |
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