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Building 2HARBORVIEW ADVISORS

Map pinPORTLAND, ME
Phone207-775-4900
NotebookSEC #801-80307
Total AUM
$225.3M
Employees
6
Clients
364

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE CITY CENTER
8TH FLOOR
PORTLAND
ME 04101
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
207-775-4900

ReceiptFinancials

Total AUM
$225.3M
Accounts
821
Discretionary
$208.9M
Accounts
749
Non-Discretionary
$16.4M
Accounts
72

ContactClients

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Individual Clients
274
AUM
$78M
HNW Individual Clients
87
AUM
$145.5M
Pension/Profit Sharing Plan Clients
1
AUM
$94.5K
Charitable Organization Clients
1
AUM
$1.6M
Corporation or Business Clients
1
AUM
$140.1K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENHNYTX

HandshakeAffiliates

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

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