Harris Private Wealth

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1735 N 1st St Ste 302, San Jose, Califor...

Phone Number

(408) 487-1528

Revenue

$5.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Harris Private Wealth

Harris Private Wealth Management & Insurance Solutions, Inc. offers financial advisory and wealth management services designed to help clients live their desired lifestyle. They provide a concierge service approach and holistic wealth management, curating a custom financial-management team from a diverse network of professionals. Their target clients include individuals at various life stages, from those just starting out to those planning for retirement. The firm emphasizes family values and aims to simplify the complexities of financial management for their clients.Explore more
Harris Private Wealth's Social MediaPopular SearchesHarris Private WealthHarris Private Wealth Management & Insurance Solut...Harrisprivatewealth ComSIC Code 62,628NAICS Code 52,523Show more

Harris Private Wealth Org Chart

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President & Chief Executive Officer

PhoneEmail
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Chief Marketing Officer, Brand Strategy & Man...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Harris Private Wealth

$5.3M
1-10
Private
-
1985
SH
Stephen HarrisPresident & CEO
<$5M
1-10
Private
-
2007
Kasia Marczyk, President & Founder at Anchor Wealth Management Group
Kasia MarczykPresident & Founder
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2018
JV
James Van MetterCertified Financial Planner & Professional
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Harris Private Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Harris Private Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Harris Private Wealth.

Harris Private Wealth Tech Stack

A closer look at the technologies used by Harris Private Wealth

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Frequently Asked Questions Regarding Harris Private Wealth

What is Harris Private Wealth's official website?
Harris Private Wealth's official website is www.harrisprivatewealth.com
What is Harris Private Wealth's Revenue?
Harris Private Wealth's revenue is $5.3 Million
What is Harris Private Wealth's SIC code?
Harris Private Wealth's SIC: 62,628
What is Harris Private Wealth's NAICS code?
Harris Private Wealth's NAICS: 52,523
How many employees does Harris Private Wealth have?
Harris Private Wealth has 1-10 employees
What industry does Harris Private Wealth belong to?
Harris Private Wealth is in the industry of: Finance, Securities Trading
What is Harris Private Wealth competition?
Harris Private Wealth top competitors include: Ratcliff Financial Services, Sentient Financial, Pillar Wealth Management, James Van Metter & Associates
What technology does Harris Private Wealth use?
Some of the popular technologies that Harris Private Wealth uses are: Hivelocity Hosting, WordPress.org, reCAPTCHA, PHP
How do I contact Harris Private Wealth?
Harris Private Wealth contact info: Phone number: (408) 487-1528 Website: www.harrisprivatewealth.com
What does Harris Private Wealth do?

Harris Private Wealth Management & Insurance Solutions, Inc. offers financial advisory and wealth management services designed to help clients live their desired lifestyle. They provide a concierge service approach and holistic wealth management, curating a custom financial-management team from a diverse network of professionals. Their target clien... ts include individuals at various life stages, from those just starting out to those planning for retirement. The firm emphasizes family values and aims to simplify the complexities of financial management for their clients.Read More

What are Harris Private Wealth social media links?
Harris Private Wealth Linkedin page
Is Harris Private Wealth a public company?
Harris Private Wealth is private company therefore does not currently have an official ticker symbol
See more information about Harris Private Wealth

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