HARRELL INVESTMENT PARTNERS, LLC

AUSTIN, Texas·5 registered advisors·CRD# 299166
SEC# 801-1143540512-759-8000
01

Firm Overview

AUM
$503M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HARRELL INVESTMENT PARTNERS, LLC

5 registered advisors
Anna Victoria Bodine
AUSTIN, Texas
Brooke Williams
AUSTIN, Texas
Dilda Deepak Dalvi
AUSTIN, Texas
Robert King Harrell
AUSTIN, Texas
William Wilson
AUSTIN, Texas
05

Office Locations

AUSTIN, Texas
5 advisors

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Data sourced from SEC Form ADV filings. HARRELL INVESTMENT PARTNERS, LLC (CRD# 299166) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.