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Building 2HARLOW WEALTH MANAGEMENT, INC.

Map pinVANCOUVER, WA
Phone360-573-2522
NotebookSEC #801-112275
Total AUM
$419.4M
Employees
16
Clients
656

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 EAST MILL PLAIN BLVD.
SUITE 200
VANCOUVER
WA 98660
United States
Operating Hours
8:30-5:00(M-TH), 8:30-1:00(FRI)
Monday - Friday
Phone
360-573-2522

ReceiptFinancials

Total AUM
$419.4M
Accounts
1,670
Discretionary
$419.4M
Accounts
1,670
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
553
AUM
$214.6M
HNW Individual Clients
96
AUM
$200M
Pension/Profit Sharing Plan Clients
6
AUM
$3.7M
Corporation or Business Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% OF FEES PAID BY CLIENTS TO OUTSIDE MANAGERS

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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