Harrison Fiduciary Group
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Overview
Harrison Fiduciary Group operates as a financial advisor company based in New York, New York. It has $605.0 million in assets under management throughout five customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management (AUM). It has a small team, including 1 financial advisor. Harrison Fiduciary Group is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial assets such as options, stocks and bonds.
Harrison Fiduciary Group administers all of the company's client assets on a discretionary basis. Discretionary management means that a portfolio manager makes buy and sell choices for the client's account without needing client consent. The firm oversees roughly $121.0 million in assets for each customer account. An average advisor at Harrison Fiduciary Group manages around five client accounts, making it one of the most individualized financial advisor firms in the country.
The firm's central office is located at 45 Rockefeller Plaza, New York, New York 10111. It is legally permitted to serve customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Harrison Fiduciary Group by the Numbers
$605.0 million
2
5
$121.0 million
Fee Structure
Fees for financial advisory services typically are based on which services the firm provides the client. However, fees billed by the company typically consist of the following fee structure: fixed. The company does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to pooled investment vehicles. Out of its five customers, Harrison Fiduciary Group's largest client group by number of accounts is pooled investment vehicles. None of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Harrison Fiduciary Group does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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