HARBORVIEW ASSET MANAGEMENT LLC
Firm details
- Headquarters
- GIG HARBOR, Washington
- CRD number
- 332767
- Registered since
- September 25, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.54%
- Individuals1.46%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Harborview Asset Management LLC is a privately held limited liability company that registered with the SEC in 2024. The firm is owned by an individual and serves primarily individual and family clients, charging fees as a percentage of assets under management. Its advisory work centers on discretionary portfolio management for individuals and small businesses as well as for business or institutional clients. Harborview does not identify as an active ESG investor, does not act as a capital allocator, and is not listed as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
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
- State & Local Bonds46%
- Exchange Traded Equities27%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1RICHARD BAIRD
Chief Investment OfficerCRD 725907
Contacts
1 of 1CRAIG DAVIS
Investment Adviser RepresentativeCRD 4721777
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GIG HARBOR, WA
PIERCE
Location
GIG HARBOR, WA
Headquartered in GIG HARBOR, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- PIERCE
- Address
- 7201 Pioneer Way
- Time zone
- PT (UTC-8)
- Office locations
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