Johnathon
Perog
Bull Harbor Capital LLC
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About this Advisor
Johnathon Perog is a financial advisor based in Delanson, New York, working with Bull Harbor Capital LLC. Johnathon has previously held positions at Green Capital Advantage, LLC, Hannaford Co, Capital Supply Co, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC, and Bull Harbor Capital, LLC. Johnathon has passed the Series 66 regulatory exam and is registered to provide services in Arizona, Maryland, Massachusetts, and New York. Currently, Johnathon is part of Bull Harbor Capital LLC, which operates out of Delanson, New York. The firm has 1 office and 21 employees. The firm manages assets totaling $173.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Bull Harbor Capital LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bull Harbor Capital LLC Brokerage Details
$173,912,114
21
876
$198,530
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Johnathon Perog Work History
Bull Harbor Capital, LLC
Park Avenue Securities, LLC
Guardian Life Isnurance Co Of America
Green Capital Advantage, LLC
Hannaford Co
Capital Supply Co
Disclosures
Please visit the SEC profile of Johnathon Perog 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 Bull Harbor Capital LLC
Bethesda, MD
Fairfield, CT
Bentonville, AR
Simpsonville, SC
Copiague, NY
Bellport, NY
Bethesda, MD
Bothell, WA
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