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HARWOOD INVESTMENT STRATEGIES, L.L.C.
CRD 135383
214 E. ELM AVE, SUITE #104, MONROE, MI, 48162, United States
Phone
734-242-2408
Fax
734-242-2031
Registration
— (—)
Source
State registered
Total AUM
$62.1M
Discretionary AUM
$58.5M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)401(K) PLAN CONSULTATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 105 | $25.7M |
| High net worth individuals | 18 | $32.1M |
| Pension/profit sharing plans | 1 | $863K |
| Charitable organizations | 2 | $2.4M |
| Corporations/business entities | 2 | $235K |
All web addresses on file
Official SEC filing: View on IAPD