Harbor Hills Financial Advisors

Harbor Hills Financial Advisors (CRD# 312691) is a financial advisory firm headquartered in Montecito, CA. They manage $80,000,000 in 224 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1485 East Valley Road Suite 2, Montecito, CA 93111
https://www.harborhillsinc.com
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $357,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Harbor Hills Financial Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Anthony Purpero, financial advisor Montecito CA
Anthony C. Purpero
CRD#: 856680
1485 East Valley Road Suite 2, Montecito, CA 93111

Anthony Purpero (CRD# 856680) is an Investment Advisor Representative working at Harbor Hills Financial Advisors in Montecito, CA and has over 40 years of experience in the finance industry.

2
Conner Rehage, financial advisor Santa Barbara CA
Conner D. Rehage
CRD#: 6124679
5290 Overpass Road, Suite 228, Santa Barbara, CA 93111

Conner Rehage (CRD# 6124679) is an Investment Advisor Representative working at Harbor Hills Financial Advisors in Santa Barbara, CA and has over 11 years of experience in the finance industry.

3
Marcos Alvaro, financial advisor Montecito CA
Marcos Alvaro
CRD#: 7716575
1485 East Valley Road Suite 2, Montecito, CA 93111

Marcos Alvaro (CRD# 7716575) is an Investment Advisor Representative working at Harbor Hills Financial Advisors in Montecito, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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