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Harris Savings Bank (Harrisburg)


Harris Savings Bank is a large advisory firm based in Harrisburg. It manages $78.6 million of regulatory assets for 161 client accounts. It has been registered with the SEC as an adviser since 2001.

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Harris Savings Bank provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Harris Savings Bank: assets under management

The assets under management (AUM) of Harris Savings Bank is $78.6 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $64.64 million in discretionary accounts and $13.97 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $534.18 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $349.18 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Harris Savings Bank 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.

Based in Harrisburg

The principal office where Harris Savings Bank performs its advisory services is located at 235 North Second Street, Harrisburg, PA 17105 1711, which is also the mailing address of the firm. An additional office of the firm is in York, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 717-909-6276 or by fax 717-909-2304. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.waypointbank.com.


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