Harbor Advisory Corporation
Firm details
- Headquarters
- Portsmouth, New Hampshire
- CRD number
- 105151
- Registered since
- October 22, 1972
- Website
- www.harboradvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.93%
- Individuals4.11%
- Pension & Profit Sharing Plans0.96%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Harbor Advisory Corporation is an independent, SEC-registered investment adviser formed in 1972 and organized as a corporation. The firm serves primarily individual and family clients and operates as a capital allocator and selector of other advisers. Its billing arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. Advisory capabilities listed on the firm’s disclosures include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, selection of outside managers, periodic publications, and educational seminars and workshops. Harbor Advisory does not identify itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities28%
- Cash & Cash Equivalents11%
- Private Funds6%
- US Government Bonds3%
Owners & executives
2 of 2
John Degan
Principal and Chief Investment OfficerCRD 1506997
Andrew Warning
Chief Compliance OfficerCRD 3211861
Contacts
2 of 2
Daniel Zibinskas
Portfolio ManagerCRD 2283495
Weld Butler
PrincipalCRD 1923341
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$277M in ETFs
84%
$233M
16%
$44.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $20.4M | 29,750 | 7.38% |
Location
Portsmouth, NH
Rockingham
Location
Portsmouth, NH
Headquartered in Portsmouth, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 500 Market St
- Time zone
- ET (UTC-5)
- Office locations
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