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Harris Bak

CSAT INVESTMENT ADVISORY, L.P.·DETROIT, Michigan
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1001 WOODWARD AVE SUITE 500, DETROIT, MI 48226CRD# 6934066Firm CRD# 161626
01

About

Harris Bak is a registered financial advisor based in DETROIT, Michigan, affiliated with CSAT INVESTMENT ADVISORY, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Institutional Investors
03

Firm Overview

Firm
CSAT INVESTMENT ADVISORY, L.P.
EXPONENTIAL ETFS
AUM
$108M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CSAT INVESTMENT ADVISORY, L.P. →
Services
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6934066
Firm CRD# 161626
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Harris Bak offer?
Harris Bak specializes in Investment Management, Wealth Management. Contact their office in DETROIT, Michigan for a consultation.
What are Harris Bak's credentials?
Harris Bak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Harris Bak located?
Harris Bak is based in DETROIT, Michigan, working with CSAT INVESTMENT ADVISORY, L.P.. Their office serves clients in the DETROIT metropolitan area and surrounding communities.
How does Harris Bak charge for services?
Harris Bak's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CSAT INVESTMENT ADVISORY, L.P.?
CSAT INVESTMENT ADVISORY, L.P. has approximately 7 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Claes Goran Fornell — CSAT INVESTMENT ADVISORY, L.P.John Francis Cattier — CSAT INVESTMENT ADVISORY, L.P.Lawrence Joseph Granata — WORLD ASSET MANAGEMENT, INC.Alejandro Raoul Rossini — COMERICA SECURITIES,INC.Peter Lynn Sefzik — COMERICA SECURITIES,INC.
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Research
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