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Ward Lee Harris

PRICE CAPITAL MANAGEMENT, INC.·GULF BREEZE, Florida
Unclaimed Profile
85 CHANTECLAIRE CIRCLE, GULF BREEZE, FL 32561CRD# 4896358Firm CRD# 157871
01

About

Ward Lee Harris is a registered financial advisor based in GULF BREEZE, Florida, affiliated with PRICE CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
PRICE CAPITAL MANAGEMENT, INC.
PRICE CAPITAL MANAGEMENT, INC.
AUM
$523M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PRICE CAPITAL MANAGEMENT, INC. →
Services
Portfolio management (pooled investments)
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4896358
Firm CRD# 157871
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ward Lee Harris offer?
Ward Lee Harris specializes in Investment Management, Retirement Planning. Contact their office in GULF BREEZE, Florida for a consultation.
What are Ward Lee Harris's credentials?
Ward Lee Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ward Lee Harris located?
Ward Lee Harris is based in GULF BREEZE, Florida, working with PRICE CAPITAL MANAGEMENT, INC.. Their office serves clients in the GULF BREEZE metropolitan area and surrounding communities.
How does Ward Lee Harris charge for services?
Ward Lee 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 PRICE CAPITAL MANAGEMENT, INC.?
PRICE CAPITAL MANAGEMENT, INC. has approximately 4 employees and manages $523M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GULF BREEZE
Michael Leon Price — PRICE CAPITAL MANAGEMENT, INC.
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Research
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