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Building 2HARPSWELL CAPITAL ADVISORS, LLC

Map pinYARMOUTH, ME
Phone207-926-1380
NotebookSEC #801-110825
Total AUM
$587M
Employees
5
Clients
79

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 US ROUTE 1
SUITE 203
YARMOUTH
ME 04096
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
207-926-1380

ReceiptFinancials

Total AUM
$587M
Accounts
79
Discretionary
$587M
Accounts
79
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$5.8M
HNW Individual Clients
6
AUM
$20.6M
Banking Clients
1
AUM
$415.9K
Charitable Organization Clients
35
AUM
$307.9M
Government Entity Clients
7
AUM
$250.9M
Corporation or Business Clients
2
AUM
$1.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ME

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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