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EVERETT HARRIS & CO
EVERETT HARRIS & CO
LOS ANGELES, California
·
5 registered advisors
·
CRD# 106830
SEC# 801-853
3
213-625-2677
01
Firm Overview
AUM
$10.0B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at EVERETT HARRIS & CO
5 registered advisors
David Adair Clark
LOS ANGELES, California
CRD# 1122916
James Douglas Ward
LOS ANGELES, California
CRD# 4332957
Oliver Northcote Crary
LOS ANGELES, California
CRD# 4332965
Robert W. Speidel
LOS ANGELES, California
CRD# 4579697
Tom Duane Beck
LOS ANGELES, California
CRD# 2220664
05
Office Locations
LOS ANGELES, California
5 advisors
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Data sourced from SEC Form ADV filings. EVERETT HARRIS & CO (CRD# 106830) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.