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Theodore Andrew Harris

SCHOOLCRAFT CAPITAL LLC·BOULDER, Colorado
Clean recordSCHOOLCRAFT CAPITAL LLC
820 PEARL STREET SUITE F, BOULDER, CO 80302CRD# 4710388Firm CRD# 174210

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Theodore Andrew Harris · BOULDER, CO
Registration
CRD #4710388 · SCHOOLCRAFT CAPITAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Theodore Andrew Harris is a registered financial advisor based in BOULDER, Colorado, affiliated with SCHOOLCRAFT CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SCHOOLCRAFT CAPITAL LLC
SCHOOLCRAFT CAPITAL LLC
AUM
$1.2B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at SCHOOLCRAFT CAPITAL LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4710388
Firm CRD# 174210
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Theodore Andrew Harris offer?
Theodore Andrew Harris specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOULDER, Colorado for a consultation.
What are Theodore Andrew Harris's credentials?
Theodore Andrew Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore Andrew Harris located?
Theodore Andrew Harris is based in BOULDER, Colorado, working with SCHOOLCRAFT CAPITAL LLC. Their office serves clients in the BOULDER metropolitan area and surrounding communities.
How does Theodore Andrew Harris charge for services?
Theodore Andrew Harris's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCHOOLCRAFT CAPITAL LLC?
SCHOOLCRAFT CAPITAL LLC has approximately 12 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SCHOOLCRAFT CAPITAL LLC

Michael John Sherman
BOULDER, CO
Oana Nm Bolton
BOULDER, CO

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