Overview
Assets Under Management: $108 million
Headquarters: GIG HARBOR, WA
High-Net-Worth Clients: 6
Average Client Assets: $18 million
Frequently Asked Questions
HARBORVIEW ASSET MANAGEMENT LLC 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 #332767), HARBORVIEW ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
HARBORVIEW ASSET MANAGEMENT LLC is headquartered in GIG HARBOR, WA.
HARBORVIEW ASSET MANAGEMENT LLC serves 6 high-net-worth clients according to their SEC filing dated January 21, 2025. View client details ↓
According to their SEC Form ADV, HARBORVIEW ASSET MANAGEMENT LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
HARBORVIEW ASSET MANAGEMENT LLC manages $108 million in client assets according to their SEC filing dated January 21, 2025.
According to their SEC Form ADV, HARBORVIEW ASSET MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.20
Average High-Net-Worth Client Assets: $18 million
Total Client Accounts: 32
Discretionary Accounts: 32
Regulatory Filings
CRD Number: 332767
Last Filing Date: 2025-01-21 00:00:00
Website: https://harborviewam.com