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).

By the Numbers
  • Total Assets Under Management
    5,229
    MILLION
  • Total Number of Accounts
    3,169
    ACCOUNTS
  • Average Account Value
    $1,649,913
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Harbor Investment Advisory, LLC
Showing 21 - 25 of 25 top financial advisors.
21
Charles R. Ward
CRD#: 4304557
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093

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.

22
Jennifer L. Winslow
CRD#: 4818888
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093

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.

23
Katrina M. Kunkler
CRD#: 1982707
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093

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.

24
Jessie L. Willinghan
CRD#: 7259574
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093

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.

25
Edward H. Worthington
CRD#: 7166601
2330 W. Joppa Road, Suite 160, Lutherville-Timonium, MD 21093

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.

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