Harborview Asset Management LLC

RIASEC Registered

Total AUM

$125M

Discretionary

$125M

100% of AUM

Avg account

$3.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Gig Harbor, Washington
CRD number: 332767
Registered since: September 25, 2024
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI98.54%
Individuals1.46%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Harborview Asset Management LLC is an independent, owner-operated RIA organized as an LLC. The firm registered with the SEC in 2024 and charges clients on a percentage-of-AUM basis. Its advisory activity centers on discretionary portfolio management for individuals and small businesses, and it also provides portfolio management services to businesses or institutional clients. The client base is concentrated on individuals and families. The firm is not flagged as an active ESG investor. It operates with a straightforward fee model and does not identify itself as a capital allocator or pension consultant.