Clear Harbor Asset Management, LLC

Clear Harbor Asset Management, LLC (CRD# 152242) is a financial advisory firm headquartered in New York, NY. They manage $606,182,951 in 965 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    606
    MILLION
  • Total Number of Accounts
    965
    ACCOUNTS
  • Average Account Value
    $628,169
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, CA, CT, DC, FL, IL, MA, MD, ME, NH, NJ, NY, PA, TX, VA

Financial Advisors at Clear Harbor Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael H. Scholten
CRD#: 2218361
420 Lexington Avenue, Suite 2006, New York, NY 10170
96
Wealthminder
score

Michael Scholten (CRD# 2218361) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in New York, NY and has over 22 years of experience in the finance industry.

2
John E. Talbott
CRD#: 5004713
3949 Maple Ave., Suite 480, Dallas, TX 75219
93
Wealthminder
score

John Talbott (CRD# 5004713) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Dallas, TX and has over 7 years of experience in the finance industry.

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