HARBOR VIEW ADVISORS, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
12
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 12
  • Tyler Eure

    Vice PresidentCRD 5987720

  • JONATHAN HOLLIS

    Vice PresidentCRD 6247824

  • Carson King

    AssociateCRD 6943891

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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