Harman Investment Advisors Incorporated (Chicago)


Harman Investment Advisors Incorporated is an adviser based in Chicago. It manages $53.97 million of regulatory assets for 134 client accounts. It has been registered with the SEC as an adviser since 2005.

Harman Investment Advisors Incorporated provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Harman Investment Advisors Incorporated: assets under management

The assets under management (AUM) of Harman Investment Advisors Incorporated is $53.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 80% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $53.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $402.78 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Harman Investment Advisors Incorporated for their services and products based on a percentage of assets under management. 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.

Based in Chicago

The principal office where Harman Investment Advisors Incorporated performs its advisory services is located at 20 North Wacker Drive, Chicago, IL 60606 3102, 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 312-364-9490 or by fax 312-364-9492. The normal business hours are 8:00 a.m. to 4:45 p.m. on Monday - Friday. You can find more information about the New York firm at www.4harman.com.