Everett Harris & Co is a large advisory firm based in Los Angeles. It manages $6.91 billion of regulatory assets for 598 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, New Hampshire, New York, and 4 other states.
Everett Harris & provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Everett Harris & Co is $6.91 billion. The firm's AUM has grown by 72% since the beginning of its operation, and $1.04 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Everett Harris & Co for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations and high net worth individuals. The largest group of clients of David Adair Clark is high net worth individuals with 585 clients and $6.78 billion of assets under management. Among the 10 most similar advisory firms, Everett Harris & has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $6.89 billion for 595 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Everett Harris & doesn't advise any private funds.
The company employs 22 people that are either part- or full-time employees. 68 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
David Adair Clark has been acting as President since 1 Jan 2005. Anny Hyun Jung Choe joined the executive team most recently as the Chief Compliance Officer.
The principal office where Everett Harris & Co performs its advisory services is located at 888 West 6 Th Street, Los Angeles, CA 90017, which is also the mailing address of the firm. An additional office of the firm is in Mission Viejo, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 213-625-2677 or by fax 213-625-3143. The normal business hours are 6:30am - 4:00pm on Monday - Friday. You can find more information about the New York firm at everettharris.com.