Harbor View Advisors, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Neptune Beach, Florida
CRD number
151817
Registered since
October 8, 2010

Firm profile

FINTRX

Overview

Harbor View Advisors, LLC is organized as a limited liability company and is recorded as an investment bank. Ownership is identified as a combination of a domestic entity and an individual. Available descriptors indicate the firm does not act as a capital allocator and does not position itself as an active ESG investor. Little else about its business lines, advisory services, fee schedules or client segments is disclosed in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth