Harbor View Advisors, LLC
Firm details
- Headquarters
- Neptune Beach, Florida
- CRD number
- 151817
- Registered since
- October 8, 2010
- Website
- harborviewadvisors.com
Firm profile
FINTRXOverview
Harbor View Advisors, LLC is organized as a limited liability company and is SEC-registered since 2010. FINTRX classifies the firm as an investment bank; ownership is described as a mix of a domestic entity and an individual. The firm does not identify as a capital allocator, is not an active ESG investor, and is not listed as a multi-state adviser or a pension consultant. FINTRX contains limited public detail on the firm's advisory services, client segments, fee structure, or specific business activities.
Assets & Accounts
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
Contacts
3 of 13
Douglas Moffitt
Managing DirectorCRD 1412097
Lori Adams
Operations SpecialistCRD 1753373
Carolyn Mathis
PartnerCRD 1785632
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Neptune Beach, FL
Duval
Location
Neptune Beach, FL
Headquartered in Neptune Beach, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Duval
- Address
- 310 3rd St
- Time zone
- ET (UTC-5)
- Office locations
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