Winter Harbor Advisors, LLC
Winter Harbor Advisors, LLC (CRD# 139074) is a financial advisory firm headquartered in , . They manage $6,816,624 in 16 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts16ACCOUNTS
Average Account Value$426,039
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Carlton Getz (CRD# 5105240) is an Investment Advisor Representative working at Winter Harbor Advisors, LLC in Salt Lake City, UT and has over 12 years of experience in the finance industry.