Winter Harbor Advisors, LLC

Winter Harbor Advisors, LLC (CRD# 139074) is a financial advisory firm headquartered in , . They manage $6,068,750 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $404,583
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

UT

Financial Advisors at Winter Harbor Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Carlton A. Getz
CRD#: 5105240
Salt Lake City, UT
96
Wealthminder
score

Carlton Getz (CRD# 5105240) is an Investment Advisor Representative working at Winter Harbor Advisors, LLC in Salt Lake City, UT and has over 11 years of experience in the finance industry.

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