Overview
Assets Under Management: $170 million
Headquarters: PORTLAND, ME
High-Net-Worth Clients: 50
Average Client Assets: $1.5 million
Frequently Asked Questions
HARBORVIEW 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 #173012), HARBORVIEW ADVISORS is subject to fiduciary duty under federal law.
HARBORVIEW ADVISORS is headquartered in PORTLAND, ME.
HARBORVIEW ADVISORS serves 50 high-net-worth clients according to their SEC filing dated March 22, 2018. View client details ↓
According to their SEC Form ADV, HARBORVIEW ADVISORS offers portfolio management for individuals and selection of other advisors. View all service details ↓
HARBORVIEW ADVISORS manages $170 million in client assets according to their SEC filing dated March 22, 2018.
According to their SEC Form ADV, HARBORVIEW ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.31%
Average Client Assets: $1.5 million
Total Client Accounts: 705
Discretionary Accounts: 500
Non-Discretionary Accounts: 205
Regulatory Filings
CRD Number: 173012
Filing ID: 1169365
Last Filing Date: 2018-03-22 15:55:00