Harpswell Capital Advisors, LLC

Harpswell Capital Advisors, LLC (CRD# 168996) is a financial advisory firm headquartered in New Gloucester, ME. They manage $49,645,000 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $1,504,394
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

ME

Financial Advisors at Harpswell Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John P. Moore
CRD#: 5486450
41 Campus Drive, Suite 203, New Gloucester, ME 04260
90
Wealthminder
score

John Moore (CRD# 5486450) is an Investment Advisor Representative working at Harpswell Capital Advisors, LLC in New Gloucester, ME and has 1 year of experience in the finance industry.

2
Steven G. McGrath
CRD#: 6579762
41 Campus Drive, Suite 203, New Gloucester, ME 04260
87
Wealthminder
score

Steven McGrath (CRD# 6579762) is an Investment Advisor Representative working at Harpswell Capital Advisors, LLC in New Gloucester, ME and has 1 year of experience in the finance industry.

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