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HARRIS PRESTON & PARTNERS, LLC

AUSTIN, TX · CRD 160068 · IAPD ↗ · harrispreston.com · 512-505-4111

$799.2MRegulatory AUM
5Advisory reps
15Employees
0Clients
n/aPlanning clients
109Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

56
April 2024 — HARRIS PRESTON & PARTNERS, LLC grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.