Paul Harris Management Inc. is a large advisory firm based in New York. It manages $1.01 billion of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2001.
Paul Harris Management provides portfolio management for pooled investment vehicles and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Paul Harris Management Inc. is $1.01 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Paul Harris Management Inc. for their services and products based on fixed fees and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Stephen Craig Coley has been acting as President since 1 Dec 2002. Nellie Gilligan joined the executive team most recently as the Vice President Legal & Assistant Secretary.
The principal office where Paul Harris Management Inc. performs its advisory services is located at 55 East 52 Nd Street, 29 Th Fl., New York, NY 10055, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-415-1867 or by fax 212-847-7301. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday.