Clear Harbor Asset Management, LLC
Clear Harbor Asset Management, LLC (CRD# 152242) is a financial advisory firm headquartered in Stamford, CT. They manage $1,463,680,113 in 1,755 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management1,464MILLION
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Total Number of Accounts1,755ACCOUNTS
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Average Account Value$834,006
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- 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
- Selection of other advisers (including private fund managers)
AK, CA, CO, CT, DC, FL, IL, MA, MD, ME, NH, NJ, NY, PA, TX, VA, WA
Jeb Armstrong (CRD# 2994929) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has over 17 years of experience in the finance industry.
Kirstin Mobyed (CRD# 2316966) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has over 29 years of experience in the finance industry.
Michael Scholten (CRD# 2218361) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has over 29 years of experience in the finance industry.
Ian Armstrong (CRD# 4901391) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has over 19 years of experience in the finance industry.
Henrik Brun (CRD# 2262153) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has over 27 years of experience in the finance industry.
Jacques Cattier (CRD# 5176997) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has 1 year of experience in the finance industry.
Aaron Kennon (CRD# 2877705) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has over 23 years of experience in the finance industry.
Donald Roger Liddell (CRD# 309250) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has over 42 years of experience in the finance industry.
Joseph Rizzo (CRD# 1515821) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has over 27 years of experience in the finance industry.
Alexander Russell (CRD# 7791772) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has 1 year of experience in the finance industry.