Harlow Wealth Management, Inc. (Vancouver)

Name: Harlow Wealth Management, Inc.
Address: 400 East Mill Plain Blvd., Vancouver, WA, 98660
Telephone: 360-573-2522

Harlow Wealth Management, Inc. is a large advisory firm based in Vancouver. It manages $135.15 million of regulatory assets for 1,158 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arizona, Oregon, Texas, and Washington.

Harlow Wealth Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Harlow Wealth Management: assets under management

The assets under management (AUM) of Harlow Wealth Management, Inc. is $135.15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $135.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $116.71 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 74% of the total AUM. The second-largest asset type is exchange traded securities, which make up 22% of the firm’s portfolio. Investments in cash and cash equivalents form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Harlow Wealth Management, Inc. for their services and products based on a percentage of assets under management, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Danny Jess Harlow serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Danny Jess Harlow is individuals with 603 clients and $110.77 million of assets under management. Among the 9 most similar advisory firms, Harlow Wealth Management has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $135.15 million for 621 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Harlow Wealth Management doesn't advise any private funds.

Careers at Harlow Wealth Management, Inc.

The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Danny Jess Harlow has been acting as President since 1 Sep 2008. Christopher Dean Harlow joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Danny Jess Harlow	President/chief compliance officer	1 Sep 2008	25% - 50%	864818
Esther Lee Harlow	Secretary	1 Sep 2008	25% - 50%	5602118
Christopher Dean Harlow	Vice president	1 Feb 2012	Other	6057956

Based in Vancouver

The principal office where Harlow Wealth Management, Inc. performs its advisory services is located at 400 East Mill Plain Blvd., Vancouver, WA 98660, which is also the mailing address of the firm. An additional office of the firm is in Clackamas, OR. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 360-573-2522 or by fax 360-573-2995. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at nwtaxadvisors.com.