Harbor Asset Management, LLC

Harbor Asset Management, LLC (CRD# 123536) is a financial advisory firm headquartered in Swarthmore, PA. They manage $78,000,000 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $4,105,263
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

PA

Financial Advisors at Harbor Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William S. Pickard
CRD#: 4604629
Media, PA
87
Wealthminder
score

William Pickard (CRD# 4604629) is an Investment Advisor Representative working at Harbor Asset Management, LLC in Media, PA and has 1 year of experience in the finance industry.

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