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Building 2HARBOR FINANCIAL SERVICES, LLC

Map pinMOBILE, AL
Phone251-650-0840
NotebookSEC #801-65811
Total AUM
$620.9M
Employees
106
Clients
1,615

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
RSA BATTLEHOUSE TOWER
11 NORTH WATER STREET, STE 21290
MOBILE
AL 36602
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
251-650-0840
Other Offices
36

ReceiptFinancials

Total AUM
$620.9M
Accounts
2,434
Discretionary
$324.7M
Accounts
1,050
Non-Discretionary
$296.1M
Accounts
1,384

ContactClients

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Individual Clients
1,394
AUM
$310M
HNW Individual Clients
203
AUM
$294.2M
Pension/Profit Sharing Plan Clients
7
AUM
$4.1M
Charitable Organization Clients
4
AUM
$2.2M
Corporation or Business Clients
7
AUM
$10.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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