HARBOR ITHAKA

3250 Ne 1st Ave.
3rd Floor, Suite #305
Miami, Florida 33137
Tel: 305-755-7600

About HARBOR ITHAKA

HARBOR ITHAKA, formally registered with the SEC as HARBOR ITHAKA. The firm was established in 05/04/2018. They have over 1 offices throughout the country.

HARBOR ITHAKA is a Miami, Florida based Financial Planning firm with nearly $151,492,838 assets under management, offering retirement planning & investment advisory services to 74 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170580
SEC#	801-113143
Assets Managed by Firm	$151,492,838
No. of Clients	74
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	74	$151,492,838
High net worth individuals	34	$66,572,524

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