Frederick
Harris
Portside Wealth Group, LLC
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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
Services Offered
Fee Structure
Office Location
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Portside Wealth Group, LLC Brokerage Details
$884,770,030
40
10,048
$88,054
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
Concorde Investment Services
Portside Wealth Group
Divorce Dollars
Doleman Wealth Management
Townsquare Capital
Judge Memorial Catholic High School
Dfpg Investments, Inc
Allegis Investment Services
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
Burley, ID
Scottsdale, AZ
Provo, UT
Provo, UT
Provo, UT
Denver, CO
Aurora, CO
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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