HARRISON LAZARUS ADVISORS, INC.
CRD 144089
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$54.0M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Verify reputation
Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.
- SEC IAPD →
Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.
- FINRA BrokerCheck →
FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.
- Better Business Bureau →
Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.
Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $4.7M |
| High net worth individuals | 19 | $48.8M |
| Corporations/business entities | 2 | $588K |
All web addresses on file
Official SEC filing: View on IAPD