Hogan Stephen Harrison is an adviser based in Brewster. It manages $24.28 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New York and Rhode Island.
Hogan Stephen Harrison provides portfolio management for individuals and small businesses and selection of other advisers. 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 Hogan Stephen Harrison is $24.28 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% 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 Hogan Stephen Harrison for their services and products based on a percentage of assets under management and hourly charges. 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.
The principal office where Hogan Stephen Harrison performs its advisory services is located at 3881 Danbury Road, Brewster, NY 10509, which is also the mailing address of the firm. An additional office of the firm is in Narragansett, RI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-733-9151. The normal business hours are 9-5 on Monday - Friday.