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Sarah Emily Harris

Ajax Capital Advisors, Inc.

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About Sarah Emily Harris

Sarah Emily Harris is an Investment Adviser Representative at Ajax Capital Advisors, Inc., a registered investment adviser. Sarah has been in the industry since 2015 and holds a Series 65 license. Sarah's areas of expertise include financial planning and portfolio management. Sarah is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals. Sarah is also a Certified Public Accountant and has extensive experience in tax planning. Sarah is a valuable asset to Ajax Capital Advisors, Inc., and her clients benefit from her knowledge and experience.

Firm Information

Sarah Harris is currently registered with Ajax Capital Advisors, Inc.. Ajax Capital Advisors, Inc. is an investment advisor registered with the SEC. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and insurance companies. The firm manages approximately $23.3 million in assets for 132 clients.

$23.30M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sarah Harris’s Registration & Firm History

AR

02/02/2024 - Present

Ajax Capital Advisors, Inc. (FAYETTEVILLE AR)

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Licenses & Designations

IA

Issued 06/19/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah Emily Harris.
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