BEAIRD HARRIS WEALTH MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 107238). Regulatory assets under management: $2.3B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Patrick C Beaird | MANAGING PARTNER; MEMBER | — |
| Steven Mark Lugar | MANAGING DIRECTOR, VICE PRESIDENT; MEMBER | — |
| Joseph Clint Dunn | CHIEF COMPLIANCE OFFICER | — |
| James Edward Zimmerman | MEMBER | — |
| Jacob Burk King | MEMBER | — |
| Chase Anthony Perry | MEMBER | — |
| James E Sullivan | MEMBER | — |
| Paula W Allgood | MEMBER | — |
| BEAIRD PATRICK | CHIEF FINANCIAL OFFICER; PRESIDENT; PRESIDENT, CHIEF FINANCIAL OFFICER | — |
| HARRIS DONALD BLAKE | MEMBER; VICE PRESIDENT | — |
| LUGAR STEVEN MARK | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER (+2 more) | — |
| ZIMMERMAN BRUCE EDWARD | MEMBER; SHAREHOLDER | — |
| BEAIRD PATRICK C | MANAGING PARTNER; MEMBER; PRESIDENT, CHIEF FINANCIAL OFFICER | — |
| KING JACOB BURK | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| ALLGOOD PAULA W | MEMBER; SHAREHOLDER | — |
| HETZEL JOHN OTTO | MEMBER; SHAREHOLDER | — |
| WATSON JUSTIN DARREL | SHAREHOLDER | — |
| DUNN JOSEPH CLINT | CHIEF COMPLIANCE OFFICER | — |
| PERRY CHASE ANTHONY | MEMBER | — |
| SULLIVAN JAMES E | MEMBER | — |
| James E. Sullivan | MEMBER | — |