Harwood Advisory Group LLC
Legal Name: HARWOOD ADVISORY GROUP, LLC
Full Contact Details
Harwood Advisory Group LLC
1940 EAST BAY DRIVE, LARGO, FL
727-524-1427
813-354-3688
Other Info
Harwood Advisory Group LLC, legally known as HARWOOD ADVISORY GROUP, LLC, is a Florida Limited Liability Company that provides exceptional financial advisory services to a diverse range of clients. With 16 employees, including 7 advisors, the firm has successfully assisted 44 clients in achieving their financial goals. The firm's last reported SEC status is Approved, and its registration date was on July 30, 2014.
WinAtRetirement
Winning at retirement is about achieving your personal financial goals and enjoying the fruits of your labor without having to worry if tomorrow will be a good or bad day in the markets.
Direct Owners
-
JAMES MICHAEL CULLEN
CHIEF COMPLIANCE OFFICER owns less than 5%
-
MANAGEMENT SOLUTIONS, LLC
MEMBER owns 75% or more
-
ROBERT BARRY HARWOOD
PRESIDENT AND MANAGING MEMBER owns less than 5%
News
Top Holdings
- ISHARES TR $15,603k
- ISHA $12,890k
- VANGUARD WORLD FD $10,848k
- SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF $8,266k
- SPDR SERIES TRUST $6,540k
- VANGUARD GROUP $6,326k
- SPDR SERIES TRUST $6,166k
- ISHARES TR $5,705k
- ISHARES TR $5,608k
- PROCTER & GAMBLE CO $5,523k