Robert
Harrell

Robert Harrell, Inc

CRD#237578
Investment Advisor
in Austin, TX

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About this Advisor

Robert Harrell is a financial advisor based in Austin, Texas, working with Robert Harrell, Inc. Robert has previously held a position at Robert Harrell Inc and is registered to provide services in Texas. Currently, Robert is part of Robert Harrell, Inc, which operates out of Austin, Texas. The firm has 4 employees and manages assets totaling $840.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Robert Harrell, Inc includes asset-based and fixed fees.

Services Offered

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, Fixed Fees

Office Location

8310 N Capital Of Tx Hwy., Suite 320
Austin, TX 78731

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Robert Harrell, Inc Brokerage Details

Total Assets Under Management

$840,943,560

TX Average: $3,042,739,679
Total Number of Employees

4

TX Average: 49
Total Number of Accounts

69

TX Average: 2,315
Average Account Size

$12,187,588

TX Average: $1,314,358

Investment Advisory Services

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

Robert Harrell Work History

1999 - Present (25 years)

Robert Harrell Inc

Disclosures

Please visit the SEC profile of Robert Harrell 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 Robert Harrell, Inc

Charles Smith
Austin, TX
William Harrell
Austin, TX
David James
Austin, TX
Robert Harrell
Austin, TX

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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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