Walter
Harris
Mill Creek Capital Advisors, LLC
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About this Advisor
Walter Harris is a financial advisor based in Naples, Florida, working with Mill Creek Capital Advisors, LLC. Walter has previously held a position at Mill Creek Capital, LLC. Walter has passed the Series 65 regulatory exam and is registered to provide services in Florida and Ohio. Currently, Walter is part of Mill Creek Capital Advisors, LLC, which operates out of Naples, Florida. The firm has 2 offices and 43 employees. The firm manages assets totaling $8.2 billion 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Mill Creek Capital Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mill Creek Capital Advisors, LLC Brokerage Details
$8,201,352,376
43
2,081
$3,941,063
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Walter Harris Work History
Mill Creek Capital, LLC
Disclosures
Please visit the SEC profile of Walter 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 Mill Creek Capital Advisors, LLC
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
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