Harder Management Company, Inc. (Lexington)


Harder Management Company, Inc. is an adviser based in Lexington. It manages $46.5 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

Harder Management Company provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Harder Management Company: assets under management

The assets under management (AUM) of Harder Management Company, Inc. is $46.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $46.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.1 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Harder Management Company, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lexington

The principal office where Harder Management Company, Inc. performs its advisory services is located at 76 Bedford Street, Lexington, MA 02420 The mailing address of the firm is P.O. Box 639, Bedford, MA 02420 0639. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-863-2300 or by fax 781-863-2333. The normal business hours are 10 - 4 on Monday - Friday.