National Retirement Planning Experts

National Coverage
Local Professionals

HARBOUR POINT CAPITAL

320 Boston Post Road
Suite 180-256
Darien, Connecticut 06820
Tel: 646-681-4600

Need a Financial Advisor?
Compare Vetted Advisors

About HARBOUR POINT CAPITAL

HARBOUR POINT CAPITAL, formally registered with the SEC as HARBOUR POINT CAPITAL. The firm was established in 08/09/2019. They have over 1 offices throughout the country.

HARBOUR POINT CAPITAL is a Darien, Connecticut based Financial Planning firm with nearly $214,536,095 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#226521
SEC#801-117033
Assets Managed by Firm$214,536,095
No. of Clients6
No. of Advisors4

Fee Structure

  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total6$214,536,095

More Retirement Planning firms in Darien, Connecticut:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors

Explore More Retirement Advisors in Darien, Connecticut