An organization whose primary purpose is to invest its own assets or those held in trust by it for others. Includes pension funds, investment companies, insurance companies, universities and banks.
Innovative Strategies + Personal Focus
By Full Fusion
An organization whose primary purpose is to invest its own assets or those held in trust by it for others. Includes pension funds, investment companies, insurance companies, universities and banks.
Smart financial
planning starts with the right
team
4456 Lockhill Selma Road, Suite 101
San Antonio, Texas 78249
fax 210.547.3451
COPYRIGHT © 2024 S. HARRIS FINANCIAL. CREATED BY SYNERGY MARKETING
S. Harris Financial Group, LLC ("SHFG") is a Registered Investment Advisor ("RIA"), located in the State of Texas. SHFG provides investment advisory and related services for clients nationally. SHFG will maintain all applicable registration and licenses as required by the various states in which SHFG conducts business, as applicable. SHFG renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.