HARBOR INVESTMENT ADVISORY, LLC

2330 W. Joppa Road
Suite 160
Lutherville, Maryland 21093
Tel: 410-659-8900

About HARBOR INVESTMENT ADVISORY, LLC

HARBOR INVESTMENT ADVISORY, LLC, formally registered with the SEC as HARBOR INVESTMENT ADVISORY, LLC. The firm was established in 01/04/2010. They have over 2 offices throughout the country.

HARBOR INVESTMENT ADVISORY, LLC is a Lutherville, Maryland based Financial Planning firm with nearly $5,228,575,060 assets under management, offering retirement planning & investment advisory services to 3169 clients. The firm is staffed with 33 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151085
SEC#	801-70893
Assets Managed by Firm	$5,228,575,060
No. of Clients	3169
No. of Advisors	33

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
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3169	$5,228,575,060
Individuals (other than high net worth individuals)	1544	$261,598,654
High net worth individuals	1472	$1,875,228,288
Pension and profit sharing plans	64	$804,938,178
Charitable organizations	64	$2,098,985,694
Corporations or other businesses	25	$187,824,246

More Retirement Planning firms in Lutherville, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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