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Jeffrey Theodore Harris

HUDSON EDGE INVESTMENT PARTNERS, INC.·0000740272, Delaware
Clean recordHUDSON EDGE INVESTMENT PARTNERS, INC.
NEWPORT TOWER, 0000740272, DE 07310CRD# 237966Firm CRD# 104870

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Theodore Harris · 0000740272, DE
Registration
CRD #237966 · HUDSON EDGE INVESTMENT PARTNERS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Theodore Harris is a registered financial advisor based in 0000740272, Delaware, affiliated with HUDSON EDGE INVESTMENT PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
HUDSON EDGE INVESTMENT PARTNERS, INC.
HUDSON EDGE INVESTMENT PARTNERS, INC.
AUM
$2.5B
Regulatory assets under management
Employees
17
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 237966
Firm CRD# 104870
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05

Frequently Asked Questions

What services does Jeffrey Theodore Harris offer?
Jeffrey Theodore Harris specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in 0000740272, Delaware for a consultation.
What are Jeffrey Theodore Harris's credentials?
Jeffrey Theodore Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Theodore Harris located?
Jeffrey Theodore Harris is based in 0000740272, Delaware, working with HUDSON EDGE INVESTMENT PARTNERS, INC.. Their office serves clients in the 0000740272 metropolitan area and surrounding communities.
How does Jeffrey Theodore Harris charge for services?
Jeffrey Theodore Harris's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HUDSON EDGE INVESTMENT PARTNERS, INC.?
HUDSON EDGE INVESTMENT PARTNERS, INC. has approximately 17 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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