Harbor Ithaka Wm

Harbor Ithaka Wm (CRD# 170580) is a financial advisory firm headquartered in Miami, FL. They manage $20,890,939 in 16 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $1,305,684
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Harbor Ithaka Wm
Showing 1 - 3 of 3 top financial advisors.
1
Julio C. Canas Diaz
CRD#: 6130484
4040 Ne 2nd. Avenue, Suite 401, Miami, FL 33137
95
Wealthminder
score

Julio Canas Diaz (CRD# 6130484) is an Investment Advisor Representative working at Harbor Ithaka Wm in Miami, FL and has over 4 years of experience in the finance industry.

2
Javier A. Loreto
CRD#: 5901189
120 E 23rd Street, Suite 4077, New York, NY 10010
90
Wealthminder
score

Javier Loreto (CRD# 5901189) is an Investment Advisor Representative working at Harbor Ithaka Wm in New York, NY and has over 5 years of experience in the finance industry.

3
Carlos A. Machado
CRD#: 6308830
4040 Ne 2nd. Avenue, Suite 401, Miami, FL 33137
88
Wealthminder
score

Carlos Machado (CRD# 6308830) is an Investment Advisor Representative working at Harbor Ithaka Wm in Miami, FL and has over 2 years of experience in the finance industry.

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