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

Building 2HARBOR ADVISORY CORPORATION

Map pinPORTSMOUTH, NH
Phone603-431-5740
NotebookSEC #801-8915
Total AUM
$480.9M
Employees
3
Clients
145

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 MARKET ST.
SUITE 1A
PORTSMOUTH
NH 03801
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
603-431-5740

ReceiptFinancials

Total AUM
$480.9M
Accounts
395
Discretionary
$480.9M
Accounts
395
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
45
AUM
$19.8M
HNW Individual Clients
99
AUM
$456.5M
Pension/Profit Sharing Plan Clients
1
AUM
$4.6M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMENHNYTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account