Harbor Advisors
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Learn more about Harbor Advisors
Overview
Harbor Advisors is located at 1400 Centrepark Blvd, West Palm Beach, FL. The firm employs 1 financial advisor to manage client portfolios and provide financial guidance. Harbor Advisors is not a registered broker-dealer.
Harbor Advisors oversees $690.2 million in assets under management across 8 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The firm caters to corporations, with corporations being the largest client type by accounts. The fee structure at Harbor Advisors includes asset-based, hourly, and fixed fees.
Harbor Advisors is registered in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Harbor Advisors by the Numbers
$690.2 million
1
8
$86.3 million
Fee Structure
Fees for financial management typically depend on the type of financial services offered. Fees billed by Harbor Advisors most likely include any blend of the following fee types: asset-based, hourly, or fixed.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company caters to corporations. Harbor Advisors's largest client type by number of accounts is corporations.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Harbor Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Harbor Advisors
West Palm Beach, FL
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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