Bull Harbor Capital LLC

Bull Harbor Capital LLC (CRD# 324995) is a financial advisory firm headquartered in Bethesda, MD. They manage $173,912,114 in 876 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814
https://www.bullharborcapital.com
By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    876
    ACCOUNTS
  • Average Account Value
    $198,530
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, FL, IL, MA, MD, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TX, WA

Financial Advisors at Bull Harbor Capital LLC
Showing 1 - 8 of 8 top financial advisors.
1
Kristin Niedermeyer, financial advisor Vancouver WA
Kristin M. Niedermeyer
CRD#: 5512923
Vancouver, WA

Kristin Niedermeyer (CRD# 5512923) is an Investment Advisor Representative working at Bull Harbor Capital LLC in Vancouver, WA and has over 13 years of experience in the finance industry.

2
Justine Perdomo, financial advisor River Vale NJ
Justine Perdomo
CRD#: 4667423
River Vale, NJ

Justine Perdomo (CRD# 4667423) is an Investment Advisor Representative working at Bull Harbor Capital LLC in River Vale, NJ and has over 20 years of experience in the finance industry.

3
Daniel Salazar, financial advisor Medford NY
Daniel A. Salazar
CRD#: 5682897
Medford, NY

Daniel Salazar (CRD# 5682897) is an Investment Advisor Representative working at Bull Harbor Capital LLC in Medford, NY and has over 13 years of experience in the finance industry.

4
Christopher Tormey, financial advisor Fairfield CT
Christopher E. Tormey
CRD#: 1988765
Fairfield, CT

Christopher Tormey (CRD# 1988765) is an Investment Advisor Representative working at Bull Harbor Capital LLC in Fairfield, CT and has over 30 years of experience in the finance industry.

5
Mie Field, financial advisor Bothell WA
Mie H. Field
CRD#: 7323528
Bothell, WA

Mie Field (CRD# 7323528) is an Investment Advisor Representative working at Bull Harbor Capital LLC in Bothell, WA and has over 2 years of experience in the finance industry.

6
Chad McMains, financial advisor Bentonville AR
Chad J. McMains
CRD#: 6974715
Bentonville, AR

Chad McMains (CRD# 6974715) is an Investment Advisor Representative working at Bull Harbor Capital LLC in Bentonville, AR and has over 4 years of experience in the finance industry.

7
Johnathon Perog, financial advisor Delanson NY
Johnathon W. Perog
CRD#: 7339664
Delanson, NY

Johnathon Perog (CRD# 7339664) is an Investment Advisor Representative working at Bull Harbor Capital LLC in Delanson, NY and has over 2 years of experience in the finance industry.

8
Dillon Szmala, financial advisor Bellport NY
Dillon Szmala
CRD#: 7162177
Bellport, NY

Dillon Szmala (CRD# 7162177) is an Investment Advisor Representative working at Bull Harbor Capital LLC in Bellport, NY and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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