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
Harbor Light Investment Advisors, LLC
By the Numbers
-
Total Assets Under Management66MILLION
-
Total Number of Accounts82ACCOUNTS
-
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
Registered Investment Advisor
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.
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