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Building 2BULL HARBOR CAPITAL LLC.

Map pinBETHESDA, MD
Phone804-965-5408
NotebookSEC #801-127531
Total AUM
$354.8M
Employees
43
Clients
426

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7101 WISCONSIN AVENUE, SUITE 1202
BETHESDA
MD 20814
United States
Operating Hours
9AM - 5PM
BY APPOINTMENT ONLY
Phone
804-965-5408
Other Offices
1

ReceiptFinancials

Total AUM
$354.8M
Accounts
424
Discretionary
$354.8M
Accounts
424
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
293
AUM
$245M
HNW Individual Clients
128
AUM
$106.8M
Pension/Profit Sharing Plan Clients
1
AUM
$145K
Corporation or Business Clients
4
AUM
$3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOCTDCDEFLGAIAILINKYMAMDNCNHNJNMNVNYOHOKORPASCTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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