Harbor Ithaka

Harbor Ithaka (CRD# 170580) is a financial advisory firm headquartered in Miami, FL. They manage $86,135,635 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $4,101,697
Compensation Options
  • A percentage of assets under your management
  • 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

Financial Advisors at Harbor Ithaka
Showing 1 - 5 of 5 top financial advisors.
1
Julio C. Canas Diaz
CRD#: 6130484
4040 Ne 2nd. Avenue, Suite 401, Miami, FL 33137
98
Wealthminder
score

Julio Canas Diaz (CRD# 6130484) is an Investment Advisor Representative working at Harbor Ithaka in Miami, FL and has over 6 years of experience in the finance industry.

2
Erik L. Halvorssen Villegas
CRD#: 4430291
4040 Ne 2nd. Avenue, Suite 401, Miami, FL 33137
93
Wealthminder
score

Erik Halvorssen Villegas (CRD# 4430291) is an Investment Advisor Representative working at Harbor Ithaka in Miami, FL and has over 5 years of experience in the finance industry.

3
Javier A. Loreto
CRD#: 5901189
4040 Ne 2nd. Avenue, Suite 401, Miami, FL 33137
93
Wealthminder
score

Javier Loreto (CRD# 5901189) is an Investment Advisor Representative working at Harbor Ithaka in Miami, FL and has over 6 years of experience in the finance industry.

4
Carlos A. Machado
CRD#: 6308830
4040 Ne 2nd. Avenue, Suite 401, Miami, FL 33137
90
Wealthminder
score

Carlos Machado (CRD# 6308830) is an Investment Advisor Representative working at Harbor Ithaka in Miami, FL and has over 3 years of experience in the finance industry.

5
Beatriz C. Romero
CRD#: 6533857
4040 Ne 2nd. Avenue, Suite 401, Miami, FL 33137
88
Wealthminder
score

Beatriz Romero (CRD# 6533857) is an Investment Advisor Representative working at Harbor Ithaka in Miami, FL and has 1 year of experience in the finance industry.

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