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Building 2JEFF HARRIS & ASSOCIATES, INC.

Map pinHARRISONBURG, VA
Phone540-574-2508
NotebookSEC #801-60055
Total AUM
$50.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
410 NEFF AVE., SUITE 200
HARRISONBURG
VA 22801
United States
Operating Hours
8:30 AM TO 5 PM & FRIDAY 8:30 AM TO 4PM
Monday - Friday
Phone
540-574-2508

ReceiptFinancials

Total AUM
$50.5M
Accounts
266
Discretionary
$37.8M
Accounts
166
Non-Discretionary
$12.8M
Accounts
100

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
NONSECURITIES RELATED ADVISE
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING FEES

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
SCVA

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

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