Harbinger Financial Consultants, LLC
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 283392
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Harbinger Financial Consultants, LLC is a Florida-based limited liability company owned by an individual operator. The firm positions itself as a capital allocator that provides advisory services across both individual and institutional clients, with explicit offerings that include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services, and the selection of other advisers. Its fee arrangements are flexible and include percentage-of-AUM billing alongside hourly, fixed-fee, and other billing options. The firm is presented as a single-state adviser and is not identified as an active ESG investor. An industry affiliation with a law firm is noted in available records, suggesting a possible referral or service relationship with legal professionals.
AUM & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Luis Alvarez
OwnerCRD 6643854
Alexander Alvarez
CCOCRD 5901726
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 777 W Yamato Rd
- Time zone
- ET (UTC-5)
- Office locations
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