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HARBOR INVESTMENT ADVISORY, LLC

Tel: 410-659-8900
2330 W. Joppa Road
Suite 160
Lutherville, Maryland  21093

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HARBOR INVESTMENT ADVISORY, LLC

HARBOR INVESTMENT ADVISORY, LLC is a Lutherville, Maryland based financial advisory firm with nearly $5,228,575,060 in assets under management and provides investment advisory services for 3169 clients. There are currently 33 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 , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

151085

SEC#:

801-70893

No. of Clients:

3169

Assets under Management

$5,228,575,060

No. of Advisors:

33

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