Harwood Advisory Group LLC


Assets, Funds, Holdings

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Harwood Advisory Group LLC
CRD #166585
SEC #801-80103
AUM $460.5 MM (100% Disc, 100% US, 2020-03-31)
Employees20 (35% Investors, 0% Brokers)
Address1940 East Bay Drive
Largo, FL 33771
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
AOK 13.6
OEF 9.8
MGK 7.3
AOM 5.7
AGG 5.4
LGLV 5.2
VIG 4.6
AMZN 1,207,970.0 4.3
BIL 4.3
BND 4.1
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Effus AG
Perryman Financial Advisory Inc
TX 0.5
RBC CM Fund Partners LLC
NY 0.5
Monitor Group Inc
VA 0.5
Pinnacle Private Wealth LLC
MA 0.5
James R Martin Consulting Inc DBA JRM Capital Management
WA 0.5
Reber Russell Co
CO 0.5
CIC Wealth LLC
MD 0.5
Wyper Capital Management LP
NY 0.5
PFG Investments LLC
NY 0.5
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