Harbor Capital Advisory Services, Inc.

Harbor Capital Advisory Services, Inc. (CRD# 146693) is a financial advisory firm headquartered in Fairport, NY. They manage $37,983,066 in 421 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    421
    ACCOUNTS
  • Average Account Value
    $90,221
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

NY, TX

Financial Advisors at Harbor Capital Advisory Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Daniel A. Monte
CRD#: 6160115
10 East Church Street, Fairport, NY 14450
89
Wealthminder
score

Daniel Monte (CRD# 6160115) is an Investment Advisor Representative working at Harbor Capital Advisory Services, Inc. in Fairport, NY and has over 3 years of experience in the finance industry.

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