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HARPSWELL CAPITAL ADVISORS, LLC
Tel: 207-926-1380
41 Campus Drive Suite 203
New Gloucester, Maine 04260
HARPSWELL CAPITAL ADVISORS, LLC
HARPSWELL CAPITAL ADVISORS, LLC is a New Gloucester, Maine based financial advisory firm with nearly $446,184,778 in assets under management and provides investment advisory services for 56 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM
Firm CRD#:
168996
SEC#:
801-110825
No. of Clients:
56
Assets under Management
$446,184,778
No. of Advisors:
7
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