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EVERETT HARRIS & CO

CRD 106830 · SEC 801-853

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801 SOUTH FIGUEROA STREET, SUITE 2050, LOS ANGELES, CA, 90017, United States

Phone

213-625-2677

Fax

213-625-3143

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$11.53B

Discretionary AUM

$11.20B

Team

18 total employees; 13 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-09

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals718$11.37B
Charitable organizations25$165.9M

States served

AZ, CA, CO, IL, LA, MA, MI, NV, NJ, NY, NC, OR, SC, UT, VA, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD