Be advised. This firm is no longer registered.

Harbor Light Investment Advisors, LLC

Harbor Light Investment Advisors, LLC (CRD# 154599) is a financial advisory firm headquartered in Valrico, FL. They manage $65,924,581 in 82 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
3115 Lithia Pinecrest Road, Valrico, FL 33596
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $803,958
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

FL, GA, PA, PR, SC, TX

Financial Advisors at Harbor Light Investment Advisors, LLC
No Advisor Found.

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.

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