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HARRIS PRESTON & PARTNERS, LLC
HARRIS PRESTON & PARTNERS, LLC
AUSTIN, Texas
·
6 registered advisors
·
CRD# 160068
SEC# 801-74433
0
512-320-4111
01
Firm Overview
AUM
$647M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Other: PERFORMANCE ALLOCATION
03
Specialties
Retirement Planning
04
Advisors at HARRIS PRESTON & PARTNERS, LLC
6 registered advisors
Charles M Preston
AUSTIN, Texas
CRD# 6032534
Crystal Matthews
AUSTIN, Texas
CRD# 7245805
Melissa Kasper
AUSTIN, Texas
CRD# 6162976
Ronald Harris
AUSTIN, Texas
CRD# 6032538
Shelley Boyd Mcafee
AUSTIN, Texas
CRD# 4485484
William Parker Glasgow
AUSTIN, Texas
CRD# 7083499
05
Office Locations
AUSTIN, Texas
6 advisors
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Data sourced from SEC Form ADV filings. HARRIS PRESTON & PARTNERS, LLC (CRD# 160068) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.