1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HARBOR HILLS FINANCIAL ADVISORS

Map pinMONTECITO, CA
Phone805-698-8172
NotebookSEC #801-132064
Total AUM
$128M
Employees
3
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1485 EAST VALLEY ROAD SUITE 2
MONTECITO
CA 93111
United States
Operating Hours
6:00AM - 6:00PM
Monday - Friday
Phone
805-698-8172

ReceiptFinancials

Total AUM
$128M
Accounts
264
Discretionary
$102M
Accounts
230
Non-Discretionary
$26M
Accounts
34

ContactClients

View more in analytics →

Individual Clients
134
AUM
$79.6M
HNW Individual Clients
7
AUM
$44M
Pension/Profit Sharing Plan Clients
1
AUM
$4.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account