Overview
Assets Under Management: $116 million
Headquarters: MONTECITO, CA
High-Net-Worth Clients: 33
Average Client Assets: $2.5 million
Frequently Asked Questions
HARBOR HILLS FINANCIAL ADVISORS 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 #312691), HARBOR HILLS FINANCIAL ADVISORS is subject to fiduciary duty under federal law.
HARBOR HILLS FINANCIAL ADVISORS is headquartered in MONTECITO, CA.
HARBOR HILLS FINANCIAL ADVISORS serves 33 high-net-worth clients according to their SEC filing dated April 14, 2025. View client details ↓
According to their SEC Form ADV, HARBOR HILLS FINANCIAL ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
HARBOR HILLS FINANCIAL ADVISORS manages $116 million in client assets according to their SEC filing dated April 14, 2025.
According to their SEC Form ADV, HARBOR HILLS FINANCIAL ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.69%
Average Client Assets: $2.5 million
Total Client Accounts: 232
Discretionary Accounts: 189
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 312691
Filing ID: 1969541
Last Filing Date: 2025-04-14 08:34:00