Harborlight Investments, LLC

Harborlight Investments, LLC (CRD# 285805) is a financial advisory firm headquartered in El Cerrito, CA. They manage $77,212,902 in 289 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
516 El Cerrito Plaza, El Cerrito, CA 94530
https://www.facebook.com/harborlightinvestments/
By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    289
    ACCOUNTS
  • Average Account Value
    $267,173
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Harborlight Investments, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jason Draut, financial advisor El Cerrito CA
Jason E. Draut
CRD#: 6357125
516 El Cerrito Plaza, El Cerrito, CA 94530

Jason Draut (CRD# 6357125) is an Investment Advisor Representative working at Harborlight Investments, LLC in El Cerrito, CA and has over 10 years of experience in the finance industry.

2
Christopher Sheehy, financial advisor El Cerrito CA
Christopher V. Sheehy
CRD#: 5264526
516 El Cerrito Plaza, El Cerrito, CA 94530

Christopher Sheehy (CRD# 5264526) is an Investment Advisor Representative working at Harborlight Investments, LLC in El Cerrito, CA and has over 12 years 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.

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