Harding Loevner Review

Trust Score 95%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

Harding Loevner, federally registered in 1990, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 4 advisors. Harding Loevner manages $50.4 billion and provides investment advisory services for 6,132 clients (1:1533 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $2,500,000
Average Client Balance $8,216,562
Hybrid Advisor Yes
Disciplinary History No
Total AUM $50.4 billion
Advisor / Client Ratio 1:1533
Headquarters Bridgewater, NJ
SEC Filings Forms and Brochures    (CRD # 104543)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY

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