Frederick
Harris

Portside Wealth Group, LLC

CRD#2775162
Investment Advisor
in Denver, CO

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About this Advisor

Frederick Harris is a financial advisor based in Denver, Colorado, working with Portside Wealth Group, LLC. Frederick has previously held positions at Allegis Investment Services, Allegis Advisor Group, Doleman Wealth Management, Dfpg Investments, Inc, Townsquare Capital, Concorde Investment Services, Portside Wealth Group, Divorce Dollars, and Judge Memorial Catholic High School. Frederick has passed the Series 63 regulatory exam and is registered to provide services in Colorado, Texas, and Utah. Currently, Frederick is part of Portside Wealth Group, LLC, which operates out of Denver, Colorado. The firm has 28 offices and 40 employees. The firm manages assets totaling $884.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Portside Wealth Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

300 Union Blvd Siote 100
Denver, CO 80228

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Portside Wealth Group, LLC Brokerage Details

Total Assets Under Management

$884,770,030

CO Average: $693,624,108
Total Number of Employees

40

CO Average: 12
Total Number of Accounts

10,048

CO Average: 1,115
Average Account Size

$88,054

CO Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Frederick Harris Work History

2023 - Present (1 year)

Concorde Investment Services

2023 - Present (1 year)

Portside Wealth Group

2023 - Present (1 year)

Divorce Dollars

2020 - Present (4 years)

Doleman Wealth Management

2020 - Present (4 years)

Townsquare Capital

2020 - Present (4 years)

Judge Memorial Catholic High School

2020 - 2023 (3 years)

Dfpg Investments, Inc

2015 - 2019 (4 years)

Allegis Investment Services

2014 - 2019 (5 years)

Allegis Advisor Group

Disclosures

Please visit the SEC profile of Frederick Harris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Portside Wealth Group, LLC

Kyler Redder
Burley, ID
Christopher Cox
Provo, UT
Frederick Harris
Denver, CO
Catherine White
Provo, UT
Sean Heney
Scottsdale, AZ
William Snider
Provo, UT
Adam Graves
Aurora, CO
Staci Compagno
Provo, UT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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