JW HARRISON FINANCIAL, INC.

JW HARRISON FINANCIAL, INC. of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 156845). Regulatory assets under management: $147.5M.

Registration

• CRD: 156845
• SEC file number: 801-118337
• Type: Registered investment adviser
• Location: 1655 N. MAIN ST., SUITE 390, WALNUT CREEK, CA, 94596
• Phone: 925-271-5521
• Latest filing: 2020-03-11
• Regulatory AUM: $147.5M
• Discretionary AUM: $147.5M
• Clients: 3
• Accounts: 400

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 156845 on SEC IAPD (source of record)
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