Overview
Assets Under Management: $172 million
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.09
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 378
Discretionary Accounts: 377
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 146928
Last Filing Date: 2024-03-26 00:00:00
Website: https://privateharbour.com