Edwin
Harwood

Harwood Investment Strategies, L.L.C

CRD#4805544
Investment Advisor
in Monroe, MI

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About this Advisor

Edwin Harwood is a financial advisor who is based out of Monroe, Michigan. Currently a registered investment advisor at Harwood Investment Strategies, L.L.C, Harwood has 12 years of work experience. Harwood maintains a Series 65 license, qualifying them as an investment advisor representative. Harwood is registered to advise investors based out of Michigan and Ohio. Harwood has spent their whole career at Harwood Investment Strategies, L.L.C. Harwood Investment Strategies, L.L.C is based out of Monroe, Michigan. In aggregate, Harwood Investment Strategies, L.L.C oversees $41 million in assets throughout 152 client accounts and employs two staff members. The amount of assets the firm manages places it among the smaller investment advisory firms in the country. The firm manages 140 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 19% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Harwood Investment Strategies, L.L.C offers financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and other services. The firm may charge clients asset-based and hourly fees.

Certifications and Registrations

Series 65

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Other

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

214 E. Elm Ave, Suite #104
Monroe, MI 48162

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Harwood Investment Strategies, L.L.C Brokerage Details

Total Assets Under Management

$40,512,194

MI Average: $943,424,332
Total Number of Employees

2

MI Average: 21
Total Number of Accounts

152

MI Average: 1,586
Average Account Size

$266,528

MI Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Other

Edwin Harwood Work History

Edwin has 12 years of experience.

2008 - Present (13 years)

Harwood Investment Strategies, L.L.C

Disclosures

Edwin Harwood has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Harwood Investment Strategies, L.L.C

Edwin Harwood
Monroe, MI
Anthony Harwood
Monroe, MI

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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