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).
Total Assets Under Management38MILLION
Total Number of Accounts421ACCOUNTS
Average Account Value$90,221
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
Daniel Monte (CRD# 6160115) is an Investment Advisor Representative working at Harbor Capital Advisory Services, Inc. in Fairport, NY and has over 4 years of experience in the finance industry.