Dakota
Dakota
Book a Demo
Talk to an Expert

Harrell Investment Partners

EST. AUM
$662,415,477

CONTACTS
5

CLIENT ACCOUNTS
766

Firm Details

Metro area Austin
CRD Number 299166
Website harrellpartners.com
Client types

Overview

Harrell Investment Partners, established in January 2019 by Bob Harrell, offers wealth management services. Bob Harrell has over 30 years of experience in the financial industry, including 20 years as Senior Vice President of Investments at Raymond James & Associates. He has received recognition from Forbes, the Financial Times, and Barron's for his work in the industry.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy