← Back to searchVisit website
EDWARD HARO FINANCIAL, LLC
CRD 328012
18031 IRVINE BLVD.,, SUITE 111, TUSTIN, CA, 92780, United States
Phone
(714) 760-4276
Fax
(888) 333-7018
Registration
— (—)
Source
State registered
Total AUM
$16.7M
Discretionary AUM
$16.4M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ADVANCED OPTIONS TRADING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $9.1M |
| High net worth individuals | 10 | $7.5M |
| Pooled investment vehicles | 1 | $0 |
All web addresses on file
Official SEC filing: View on IAPD