Dale
Korman

Harbor Capital Advisors, Inc

CRD#5152816
Investment Advisor
in Marietta, GA

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About this Advisor

Dale Korman is a financial advisor based in Marietta, Georgia, working with Harbor Capital Advisors, Inc. Dale has previously held positions at Neuberger Berman, LLC, First Eagle Investment Management, LLC, Fef Distributors, LLC, Novak & Powell Financial Services, Inc, Sage Advisory Services, Harbor Capital Advisors, Inc, and Harbor Funds Distributors, Inc. Dale has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Dale is part of Harbor Capital Advisors, Inc, which operates out of Marietta, Georgia. The firm has 2 offices and 224 employees. The firm manages assets totaling $50.5 billion. The services offered by the firm include portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Harbor Capital Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

Marietta, GA

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Harbor Capital Advisors, Inc Brokerage Details

Total Assets Under Management

$50,549,495,026

GA Average: $6,674,516,078
Total Number of Employees

224

GA Average: 44
Total Number of Accounts

13

GA Average: 2,564
Average Account Size

$3,888,422,694

GA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Other

Dale Korman Work History

2021 - Present (3 years)

Harbor Capital Advisors, Inc

2021 - Present (3 years)

Harbor Funds Distributors, Inc

2020 - 2021 (1 year)

Sage Advisory Services

2019 - 2020 (1 year)

Novak & Powell Financial Services, Inc

2016 - 2019 (3 years)

First Eagle Investment Management, LLC

2016 - 2019 (3 years)

Fef Distributors, LLC

2009 - 2016 (7 years)

Neuberger Berman, LLC

Disclosures

Please visit the SEC profile of Dale Korman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Harbor Capital Advisors, Inc

Timothy Buick
Chicago, IL
Kurt Gustafson
Chicago, IL
Patrick Gianaras
Chicago, IL
Brian Dempsey
Chicago, IL
William Wheeler
Chicago, IL
Jacob Delmauro
Chicago, IL
Dale Korman
Marietta, GA
Bilal Little
Miami, FL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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