Robyn Hari & Assoc., Pc (Brentwood)

Robyn Hari & Assoc., Pc is an adviser based in Brentwood. It manages $87.71 million of regulatory assets for 375 client accounts. It has been registered with the SEC as an adviser since 2001.

Robyn Hari & Assoc., Pc provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Robyn Hari & Assoc., Pc: assets under management

The assets under management (AUM) of Robyn Hari & Assoc., Pc is $87.71 million. The firm's AUM has grown by 119% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $82.08 million in discretionary accounts and $5.63 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $237.21 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $194.23 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Robyn Hari & Assoc., Pc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Robyn Hari & Assoc., Pc

Robyn Agee Hari has been acting as President since 1 Jul 1999. Rodney Dale Hari joined the executive team most recently as the Secretary/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robyn Agee Hari	President	1 Jul 1999	75% - 100%	4420458
Rodney Dale Hari	Secretary/treasurer	1 Jul 1999	Other	4420459

Based in Brentwood

The principal office where Robyn Hari & Assoc., Pc performs its advisory services is located at 229 Ward Circle, Ste. B 23, Brentwood, TN 37027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.