Harris Mycfo, LLC is a large advisory firm based in Palo Alto. It manages $8.48 billion of regulatory assets for 1,991 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Arizona, California, Colorado, and 13 other states.
Harris Mycfo provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and asset allocation, performance measurement, high net worth consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Harris Mycfo, LLC is $8.48 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Harris Mycfo, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Craig Anthony Rawlins has been acting as President since 1 Nov 2009. Gillian Roberta Noble joined the executive team most recently as the Director.
The principal office where Harris Mycfo, LLC performs its advisory services is located at 2200 Geng Road, Palo Alto, CA 94303, which is also the mailing address of the firm. An additional office of the firm is in Ponte Verda Beach, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (650) 210-5000 or by fax (650) 210-5099. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.harrismycfo.com.