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 a limited liability company that has been SEC-registered since 2010 and is classified in the available records as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also marked as not being a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. Public-facing details about the firm’s client segments, fee schedules, core business activities and advisory services were not provided in the source data. That absence of disclosure limits visibility into the types of clients served and the scale or focus of advisory mandates.
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 12Tyler Eure
Vice PresidentCRD 5987720
JONATHAN HOLLIS
Vice PresidentCRD 6247824
Carson King
AssociateCRD 6943891
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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