Robyn Hari & Assoc., Pc is an adviser based in Brentwood. It manages $87.71 million of regulatory assets for 375 client accounts. It has been registered with the SEC as an adviser since 2001.
Robyn Hari & Assoc., Pc provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Robyn Hari & Assoc., Pc is $87.71 million. The firm's AUM has grown by 119% 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 Robyn Hari & Assoc., Pc for their services and products based on a percentage of assets under management, hourly charges, 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.
Robyn Agee Hari has been acting as President since 1 Jul 1999. Rodney Dale Hari joined the executive team most recently as the Secretary/Treasurer.
The principal office where Robyn Hari & Assoc., Pc performs its advisory services is located at 229 Ward Circle, Ste. B 23, Brentwood, TN 37027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 615-377-5080 or by fax 615-377-5081. The normal business hours are 8:30 a.m. - 4:30 p.m. on Other.