Clear Harbor Asset Management, LLC
Clear Harbor Asset Management, LLC (CRD# 152242) is a financial advisory firm headquartered in Stamford, CT. They manage $1,042,984,079 in 1,207 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management1,043MILLION
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Total Number of Accounts1,207ACCOUNTS
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Average Account Value$864,113
- 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
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.