Overview
Assets Under Management: $228 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 65
Average Client Assets: $2.0 million
Frequently Asked Questions
HARBOR CAPITAL MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106722), HARBOR CAPITAL MANAGEMENT INC is subject to fiduciary duty under federal law.
HARBOR CAPITAL MANAGEMENT INC is headquartered in CHARLOTTE, NC.
HARBOR CAPITAL MANAGEMENT INC serves 65 high-net-worth clients according to their SEC filing dated March 26, 2018. View client details ↓
According to their SEC Form ADV, HARBOR CAPITAL MANAGEMENT INC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
HARBOR CAPITAL MANAGEMENT INC manages $228 million in client assets according to their SEC filing dated March 26, 2018.
According to their SEC Form ADV, HARBOR CAPITAL MANAGEMENT INC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.59%
Average Client Assets: $2.0 million
Total Client Accounts: 635
Discretionary Accounts: 635
Regulatory Filings
CRD Number: 106722
Filing ID: 1192021
Last Filing Date: 2018-03-26 13:26:00