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
Charles Ward (CRD# 4304557) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 23 years of experience in the finance industry.
Jennifer Winslow (CRD# 4818888) 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.
Katrina Kunkler (CRD# 1982707) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 2 years of experience in the finance industry.
Jessie Willinghan (CRD# 7259574) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 2 years of experience in the finance industry.
Edward Worthington (CRD# 7166601) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 4 years of experience in the finance industry.