Beaird Harris Annual Revenue, Number of Employees, Growth and Funding

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Overview

Location:
Dallas, TX USA
Total Funding:N/A
Industry:Finance
Founded:1988
Lead Investor(s):N/A
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Estimated Revenue & Financials

  • Beaird Harris's estimated annual revenue is currently $12.2M per year.
  • Beaird Harris's estimated revenue per employee is $210,000

Employee Data

  • Beaird Harris has 58 Employees.
  • Beaird Harris grew their employee count by 5% last year.
  • Beaird Harris currently has 1 job openings.

Executive Contacts

NameTitle
Steve LugarManaging Director
Diane MerrillOffice Manager
John HetzelWealth Manager
Clint DunnDirector of Marketing and
Ameerah MorsyTax Senior Manager
Joseph VincentTax Manager
Diane MerrillOffice Manager
Delisa BaileyHR Manager
Delisa Bascue Human Resources Manager
Nathan BiggsTax Manager

Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. As a nationally recognized advisor, Beaird Harris offers tax, accounting, business consulting, investment management, financial planning, family office and retirement plan services. Beaird Harris & Co., P.C. and Beaird Harris Wealth Management, Inc. are affiliates who operate in a collaborative team environment under the enterprise name of Beaird Harris. We believe that clients are best served when all facets of finance and taxes are viewed holistically. While clients are not required to use both firms, many value the simplicity of working with a single enterprise to integrate tax and wealth management for a fully coordinated solution. Beaird Harris & Co., P.C. is a Certified Public Accounting Firm. Beaird Harris Wealth Management, Inc. is a Registered Investment Advisor with the SEC.

keywords:N/A

58

Number of Employees

$12.2M

Revenue (est)

1

Current Jobs

5%

Employee Growth %

N/A

Total Funding

N/A

Valuation

N/A

Accelerator

N/A

Type

NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
Triumph Busines...
$30M14316%N/A
Preston Hollow ...
$6.9M33-3%N/A
Nova 401(k) Ass...
$19.3M927%N/A
ProCollect
$12.8M617%N/A
RAB
$7.4M353%N/A
Abrigo
$97.2M46399%N/A
Open Lending
$35M7021%N/A
Marquette Busin...
$9.7M465%N/A
PrimeWay Federa...
$23.7M1136%N/A
SWBC
$349.2M16631%N/A

Beaird Harris News

09/07/2019 - Beaird Harris Wealth Management Comes of Age and ...

Beaird Harris Wealth Management, a Dallas-based, independent, fee-only wealth management firm, celebrates 22 years in business and ...

09/08/2019 - Lazer Lloyd comes to Greenwood one night only

... with Townes Van Zandt, Willie Nelson, Emmylou Harris and more. ... Eddie Bayers on drums, and bass players Mark Fain and Eli Beaird).

05/31/2019 - Billion-Dollar Wealth Magnets

Accounting Today's annual ranking of the top CPA financial planners — due out today — highlights the leading 150 firms by assets under management in ...