HARBOR ADVISORY CORPORATION
Firm details
- Headquarters
- PORTSMOUTH, New Hampshire
- CRD number
- 105151
- Registered since
- October 22, 1972
- Website
- www.harboradvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.93%
- Individuals4.11%
- Pension & Profit Sharing Plans0.96%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Harbor Advisory Corporation is an independent SEC-registered investment adviser that traces its registration back to 1972. The firm identifies as a capital allocator serving individuals and families, and offers a mix of fee arrangements including a percentage-of-AUM model as well as hourly and fixed-fee engagements. Advisory services listed in filings include comprehensive financial planning, portfolio management for individuals and small businesses as well as for institutional/business clients, manager selection, and educational publishing and seminars. Harbor does not classify itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities28%
- Cash & Cash Equivalents11%
- Private Funds6%
- US Government Bonds3%
Owners & executives
2 of 2JOHN DEGAN
Principal and Chief Investment OfficerCRD 1506997
ANDREW WARNING
Chief Compliance OfficerCRD 3211861
Contacts
2 of 2DANIEL ZIBINSKAS
Portfolio ManagerCRD 2283495
WELD BUTLER
PrincipalCRD 1923341
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$246M in ETFs
83%
$204M
17%
$41.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $19.4M | 32,471 | 7.89% |
Location
PORTSMOUTH, NH
ROCKINGHAM
Location
PORTSMOUTH, NH
Headquartered in PORTSMOUTH, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ROCKINGHAM
- Address
- 500 Market St
- Time zone
- ET (UTC-5)
- Office locations
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