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Building 2HARBOR ADVISORS

Map pinWEST PALM BEACH, FL
Phone561-459-2946
NotebookSEC #801-120353
Total AUM
$851.7M
Employees
1
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1400 CENTREPARK BLVD
SUITE 950
WEST PALM BEACH
FL 33401
United States
Operating Hours
9:00 A.M - 6:00 P.M.
Monday - Friday
Phone
561-459-2946

ReceiptFinancials

Total AUM
$851.7M
Accounts
10
Discretionary
$846.8M
Accounts
8
Non-Discretionary
$4.9M
Accounts
2

ContactClients

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HNW Individual Clients
2
AUM
$4.9M
Corporation or Business Clients
8
AUM
$846.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING; FAMILY OFFICE & WEALTH PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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