BULL HARBOR CAPITAL LLC.

7101 Wisconsin Avenue, Suite 1202
Bethesda, Maryland 20814
Tel: 804-965-5408

About BULL HARBOR CAPITAL LLC.

BULL HARBOR CAPITAL LLC, formally registered with the SEC as BULL HARBOR CAPITAL LLC. The firm was established in 03/30/2023. They have over 3 offices throughout the country.

BULL HARBOR CAPITAL LLC. is a Bethesda, Maryland based Financial Planning firm with nearly $173,912,114 assets under management, offering retirement planning & investment advisory services to 876 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	324995
SEC#	801-127531
Assets Managed by Firm	$173,912,114
No. of Clients	876
No. of Advisors	21

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	876	$173,912,114
Individuals (other than high net worth individuals)	848	$93,874,691
High net worth individuals	23	$70,921,085
Corporations or other businesses	5	$9,116,338

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