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Building 2HARBOR CAPITAL MANAGEMENT INC

Map pinCHARLOTTE, NC
Phone704-377-6945
NotebookSEC #801-38262
Total AUM
$294.1M
Employees
11
Clients
313

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
831 EAST MOREHEAD STREET, SUITE 350
CHARLOTTE
NC 28202
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
704-377-6945
Other Offices
2

ReceiptFinancials

Total AUM
$294.1M
Accounts
558
Discretionary
$224.4M
Accounts
549
Non-Discretionary
$69.7M
Accounts
9

ContactClients

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Individual Clients
216
AUM
$74.1M
HNW Individual Clients
73
AUM
$148.2M
Pension/Profit Sharing Plan Clients
20
AUM
$65.1M
Charitable Organization Clients
3
AUM
$2.4M
Corporation or Business Clients
1
AUM
$4.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGANCNHSCTXVA

HandshakeAffiliates

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

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