Harbor Island Capital LLC

Harbor Island Capital LLC (CRD# 107457) is a financial advisory firm headquartered in Topsfield, MA. They manage $207,725,809 in 15 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7 Grove Street, Unit 302, Topsfield, MA 01983
By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $13,848,387
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

MA, NH

Financial Advisors at Harbor Island Capital LLC
Showing 1 - 1 of 1 top financial advisors.
1
Paul Fortin, financial advisor Topsfield MA
Paul D. Fortin
CRD#: 4338150
7 Grove Street, Unit 302, Topsfield, MA 01983

Paul Fortin (CRD# 4338150) is an Investment Advisor Representative working at Harbor Island Capital LLC in Topsfield, MA 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals