Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > connecticut > stamford > HARBOURVIEW EQUITY PARTNERS, LLC
HARBOURVIEW EQUITY PARTNERS, LLC
110 Edison Place
Newark, New Jersey 07102
Tel: 973-329-0285
About HARBOURVIEW EQUITY PARTNERS, LLC
HARBOURVIEW EQUITY PARTNERS, LLC, formally registered with the SEC as HARBOURVIEW EQUITY PARTNERS, LLC. The firm was established in 10/08/2021. They have over 1 offices throughout the country.
HARBOURVIEW EQUITY PARTNERS, LLC is a Newark, New Jersey based Financial Planning firm with nearly $1,450,942,114 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 31 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315050 |
| SEC# | 801-122470 |
| Assets Managed by Firm | $1,450,942,114 |
| No. of Clients | 5 |
| No. of Advisors | 31 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $1,450,942,114 |
More Retirement Planning firms in Newark, New Jersey:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
Explore More Retirement Advisors in Newark, New Jersey