Overview
Assets Under Management: $160 million
High-Net-Worth Clients: 61
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.57
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 94
Discretionary Accounts: 94
Regulatory Filings
CRD Number: 144944
Last Filing Date: 2025-01-10 00:00:00
Website: https://harborasset.com