Paul
Fortin

Harbor Island Capital LLC

CRD#4338150
Investment Advisor
in Topsfield, MA

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About this Advisor

Paul Fortin is a financial advisor based in Topsfield, Massachusetts, working with Harbor Island Capital LLC. Paul has previously held a position at Harbor Island Capital LLC and is registered to provide services in Massachusetts. Currently, Paul is part of Harbor Island Capital LLC, which operates out of Topsfield, Massachusetts. The firm has 2 employees and manages assets totaling $207.7 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Harbor Island Capital LLC includes asset-based fees.

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

7 Grove Street Unit 302
Topsfield, MA 01983

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Harbor Island Capital LLC Brokerage Details

Total Assets Under Management

$207,725,809

MA Average: $16,012,751,954
Total Number of Employees

2

MA Average: 118
Total Number of Accounts

15

MA Average: 4,567
Average Account Size

$13,848,387

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Paul Fortin Work History

1999 - Present (25 years)

Harbor Island Capital LLC

Disclosures

Please visit the SEC profile of Paul Fortin 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 Island Capital LLC

Paul Fortin
Topsfield, MA

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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