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Building 2HARBOR CAPITAL ADVISORY SERVICES, INC.

Map pinFAIRPORT, NY
Phone585-425-4090 EXT. 2
NotebookSEC #801-70674
Total AUM
$70.7M
Employees
4
Clients
327

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 EAST CHURCH STREET
FAIRPORT
NY 14450
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
585-425-4090 EXT. 2
Other Offices
1

ReceiptFinancials

Total AUM
$70.7M
Accounts
326
Discretionary
$31.9M
Accounts
323
Non-Discretionary
$38.9M
Accounts
3

ContactClients

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Individual Clients
326
AUM
$70.3M
Pension/Profit Sharing Plan Clients
1
AUM
$397.4K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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