EDWARD HARO FINANCIAL, LLC

EDWARD HARO FINANCIAL, LLC of TUSTIN, CA is an SEC-registered investment adviser (CRD 328012). Regulatory assets under management: $16.7M.

Registration

• CRD: 328012
• Type: Registered investment adviser
• Location: 18031 IRVINE BLVD.,, TUSTIN, CA, 92780
• Phone: (714) 760-4276
• Latest filing: 2026-03-02
• Regulatory AUM: $16.7M
• Discretionary AUM: $16.4M
• Non-discretionary AUM: $288K
• Clients: 2
• Accounts: 144

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328012 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search