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HARRIS FINANCIAL SERVICES, INC.
CRD 113275
382 S. KOELLER STREET, OSHKOSH, WI, 54902, United States
Phone
920-236-6598
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$43.0M
Discretionary AUM
$43.0M
Team
2 total employees; 1 advisory reps; 54 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $15.0M |
| High net worth individuals | 17 | $28.0M |
Official SEC filing: View on IAPD