Harbor Investment Advisory, LLC
Harbor Investment Advisory, LLC (CRD# 151085) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $5,228,575,060 in 3,169 accounts and serve the financial needs of clients across 29 states (or territories).
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Total Assets Under Management5,229MILLION
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Total Number of Accounts3,169ACCOUNTS
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Average Account Value$1,649,913
- 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)
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, LA, MA, MD, ME, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV
Stephen Kelly (CRD# 1142155) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 40 years of experience in the finance industry.
Fremont Knittle (CRD# 3206006) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 13 years of experience in the finance industry.
Robert Laubach (CRD# 303452) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 40 years of experience in the finance industry.
Janet Marquardt (CRD# 2305782) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 27 years of experience in the finance industry.
R. Matthew Novak (CRD# 5084805) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 18 years of experience in the finance industry.
Gregory Paranzino (CRD# 2467850) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 30 years of experience in the finance industry.
Elias Poe (CRD# 364849) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 43 years of experience in the finance industry.
Elias Poe (CRD# 3275511) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 24 years of experience in the finance industry.
William Schadty (CRD# 2857651) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 24 years of experience in the finance industry.
Andrew Sullivan (CRD# 4989698) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 17 years of experience in the finance industry.