Beaird Harris Review

Trust Score 98%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

Beaird Harris, federally registered in 1996, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 14 advisors. Beaird Harris manages $1.1 billion and provides investment advisory services for 631 clients (1:46 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,699,393
Hybrid Advisor No
Disciplinary History No
Total AUM $1.1 billion
Advisor / Client Ratio 1:46
Headquarters Dallas, TX
SEC Filings Forms and Brochures    (CRD # 107238)
State(s) Registered CA, CO, FL, LA, NH, NM, OK, TX

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