HARBOR ADVISORS

1400 Centrepark Blvd
Suite 950
West Palm Beach, Florida 33401
Tel: 561-459-2946

About HARBOR ADVISORS

HARBOR ADVISORS, formally registered with the SEC as HARBOR ADVISORS. The firm was established in 02/19/2021. They have over 1 offices throughout the country.

HARBOR ADVISORS is a West Palm Beach, Florida based Financial Planning firm with nearly $690,174,491 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312432
SEC#	801-120353
Assets Managed by Firm	$690,174,491
No. of Clients	8
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (FINANCIAL CONSULTING; FAMILY OFFICE & WEALTH PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$690,174,491
Corporations or other businesses	8	$690,174,491

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