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Harrigan & Howard Financial Advisors LLC (Newport Beach)


Harrigan & Howard Financial Advisors LLC is a large advisory firm based in Newport Beach. It manages $53.5 million of regulatory assets for 214 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Harrigan & Howard Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Harrigan & Howard Financial Advisors: assets under management

The assets under management (AUM) of Harrigan & Howard Financial Advisors LLC is $53.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $53.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Harrigan & Howard Financial Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Newport Beach

The principal office where Harrigan & Howard Financial Advisors LLC performs its advisory services is located at 4299 Macarthur Blvd., Suite 100, Newport Beach, CA 92660, 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 949-253-1510 or by fax 949-476-2790. The normal business hours are 9:00am - 5:00pm on Monday - Friday.


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