Harbinger Financial Consultants, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
Boca Raton, Florida
CRD number
283392
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Harbinger Financial Consultants, LLC is a Florida-based limited liability company owned by an individual operator. The firm positions itself as a capital allocator that provides advisory services across both individual and institutional clients, with explicit offerings that include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services, and the selection of other advisers. Its fee arrangements are flexible and include percentage-of-AUM billing alongside hourly, fixed-fee, and other billing options. The firm is presented as a single-state adviser and is not identified as an active ESG investor. An industry affiliation with a law firm is noted in available records, suggesting a possible referral or service relationship with legal professionals.

AUM & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Luis Alvarez

    OwnerCRD 6643854

  • Alexander Alvarez

    CCOCRD 5901726

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
777 W Yamato Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth