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HARRELL INVESTMENT PARTNERS, LLC

AUSTIN, TX · CRD 299166 · IAPD ↗ · 512-759-8000

$662.4MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2024 — HARRELL INVESTMENT PARTNERS, LLC crossed $500M in regulatory AUM ($450.8M -> $502.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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