H
Harwood Investment Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,083,344
Total clients
15
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$1,138,890
Client services
Portfolio management
Fee options
$0 - $10,000,000: 0.375% (fixed income accounts) $10,000,001+: 0.250% (fixed income accounts) $0 - $5,000,000: 1.000% (equity accounts) $5,000,001 - $15,000,000: 0.750% (equity accounts) $15,000,001+: 0.500% (equity accounts)
Account minimum: Minimum annual fee of $500; minimum portfolio value may be imposed but specific dollar amount not stated Minimum fee: $500 minimum annual fee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Harwood Investment Group LLC
2593 Broad Avenue
Memphis TN 38112, United States
Number of offices
1
Forms ADV
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