Harbor View Advisors, LLC
Firm details
- Headquarters
- Neptune Beach, Florida
- CRD number
- 151817
- Registered since
- October 8, 2010
- Website
- harborviewadvisors.com
Firm profile
FINTRXOverview
Harbor View Advisors, LLC is organized as a limited liability company and is listed with an SEC registration year of 2010. FINTRX classifies the firm as an investment bank and records its owner type as a combination of a domestic entity and an individual. The profile indicates the firm does not act as a capital allocator, is not identified as an active ESG investor, and is not recorded as a pension consultant or related adviser. It is also not flagged as a multi-state adviser or as a newly formed adviser. FINTRX does not supply specifics on Harbor View Advisors’ client base, fee schedules, core business lines, or detailed advisory activities, so public reporting about its service model and target client segments is limited.
Assets & Accounts
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
3 of 13
Douglas Moffitt
Managing DirectorCRD 1412097

Lori Adams
Operations SpecialistCRD 1753373

Carolyn Mathis
PartnerCRD 1785632
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Neptune Beach, FL
Duval
Location
Neptune Beach, FL
Headquartered in Neptune Beach, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Duval
- Address
- 310 3rd St
- Time zone
- ET (UTC-5)
- Office locations
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