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HARRIS & ASSOCIATES
D.L. HARRIS & ASSOCIATES INSURANCE SERVICES, INC.
CRD 134066
505 N. SEPULVEDA BLVD., SUITE 5, MANHATTAN BEACH, CA, 90266, United States
Phone
310-318-3700
Fax
310-318-3766
Registration
— (—)
Source
State registered
Total AUM
$38.1M
Discretionary AUM
$38.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $20.1M |
| High net worth individuals | 7 | $17.1M |
All web addresses on file
Official SEC filing: View on IAPD