Beaird Harris Wealth Management is an investment advisor in Dallas with $1.52 bn assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
752569390
SEC advisor number
801-51938
FINRA CRD number
107238
AUM ?
$1.67 bn
(as of 11 Apr 24)
Accounts
2,968
(as of 11 Apr 24)
Employees
18
(13 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
27 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
27 May 22
13F-HR
Quarterly holdings report by institutional manager
17 May 22