Harrisdirect LLC is a large advisory firm based in Los Angeles. It manages $103.87 million of regulatory assets for 330 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Harrisdirect provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Harrisdirect LLC is $103.87 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Harrisdirect LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Gilles G Ouellette has been acting as President since 1 Feb 2002. Michael Joseph Albino joined the executive team most recently as the Chief Compliance Officer/Crop/Srop Bd.
The principal office where Harrisdirect LLC performs its advisory services is located at 11601 Wilshire Blvd, Los Angeles, CA 90025, which is also the mailing address of the firm. An additional office of the firm is in Charlotte, NC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-473-9100 or by fax 310-473-7200. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.csfbdirect.com.