HARPSWELL CAPITAL ADVISORS, LLC

41 Campus Drive
Suite 203
New Gloucester, Maine 04260
Tel: 207-926-1380

About HARPSWELL CAPITAL ADVISORS, LLC

HARPSWELL CAPITAL ADVISORS, LLC, formally registered with the SEC as HARPSWELL CAPITAL ADVISORS, LLC. The firm was established in 07/17/2017. They have over 1 offices throughout the country.

HARPSWELL CAPITAL ADVISORS, LLC is a New Gloucester, Maine based Financial Planning firm with nearly $446,184,778 assets under management, offering retirement planning & investment advisory services to 56 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168996
SEC#	801-110825
Assets Managed by Firm	$446,184,778
No. of Clients	56
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	56	$446,184,778
Individuals (other than high net worth individuals)	15	$3,866,046
High net worth individuals	6	$21,816,190
Charitable organizations	29	$212,927,858

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H.M. PAYSON One Portland Square 5th Floor Portland, ME, 04101	$6,955,171,652	4017	33
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MEANS WEALTH MANAGEMENT 802 Stillwater Ave. Bangor, ME, 04401-3614	$976,990,954	3038	21
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