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Harris and Harris Wealth Management Group
Harris and Harris Wealth Management Group, LLC is an SEC-registered investment adviser. The firm manages approximately $22 million in regulatory assets, $1...
Harris and Harris Wealth Management Group
Harris and Harris Wealth Management Group, LLC is an SEC-registered investment adviser. The firm manages approximately $22 million in regulatory assets, $1 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Harris and Harris Wealth Management Group?
The firm's named principals are not publicly identified in available sources. Investment decisions for RIAs are typically made by registered investment advisors and officers of the firm, but specific names for this entity remain unclear based on public records.
How does Harris and Harris Wealth Management Group source proprietary deal flow?
Publicly available information does not detail the firm's deal-sourcing methodology. As an RIA, the firm may provide access to third-party investment products or manage discretionary portfolios, but proprietary sourcing is not confirmed.
Is Harris and Harris Wealth Management Group structured as a single family office or does it operate more like a wealth management firm?
The firm is registered as an RIA, which aligns with a wealth management firm structure serving multiple clients, rather than a single family office. No public disclosures indicate a family-office designation.
Does Harris and Harris Wealth Management Group participate in fund commitments or only direct deals?
The firm's investment vehicles and strategies are not publicly documented. Without additional disclosures, it is not possible to confirm whether the firm commits to third-party funds or engages in direct investments.
What investment stages does Harris and Harris Wealth Management Group typically target?
No information is available regarding the firm's investment-stage preferences. Public records do not specify typical target stages such as venture, growth, or buyouts.
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