Harbor Investment Advisors
RIAState Registered
Total AUM
$28M
Discretionary
$28M
100% of AUM
Avg account
$2.8M
Accounts
10
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 118480
- Website
- harborinvestmentadvisors.net
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Harbor Investment Advisors is an independent, corporation-structured registered investment adviser that manages portfolios for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and focuses on discretionary portfolio management rather than acting as a capital allocator or a multi-state advisory network. Harbor Investment Advisors does not identify as an ESG investor and does not list pension consulting or related-adviser services among its activities.
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
- Exchange Traded Equities97%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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