サインイン 無料でサインアップします。

Harrison De Charon, L.L.C. (San Diego)


Harrison De Charon, L.L.C. is a large advisory firm based in San Diego. It manages $186.14 million of regulatory assets for 543 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

Logo

Harrison De Charon, L.L.C provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Harrison De Charon, L.L.C: assets under management

The assets under management (AUM) of Harrison De Charon, L.L.C. is $186.14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 660% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $186.14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $342.81 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Harrison De Charon, L.L.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Harrison De Charon, L.L.C. performs its advisory services is located at 9915 Mira Mesa Blvd., San Diego, CA 92131 7003, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-433-7002 or by fax 858-228-1760. The normal business hours are 9:00 to 4:30pm on Monday - Friday. You can find more information about the New York firm at hdcfp.com.


Registered investment advisers similar to Harrison De Charon, L.L.C.