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Bull Harbor Capital

EST. AUM
$354,845,384

CONTACTS
4

CLIENT ACCOUNTS
424

Firm Details

Metro area Baltimore
CRD Number 324995
Website bullharborcapital.com
Client types

Overview

Bull Harbor Capital LLC is an independent, fee-only registered investment advisor headquartered in Bethesda, Maryland, serving high-net-worth individuals, families, business owners, and institutional clients. The firm provides customized investment management, wealth planning, and business planning solutions with a focus on diversified asset allocation, strategic manager selection, and sophisticated risk management. Bull Harbor integrates tax-aware strategies and tailored financial planning into its advisory process. Services extend to customized portfolios including alternative and private investment access for qualified clients. The firm emphasizes disciplined investment processes, comprehensive reporting, and long-term financial stewardship to help clients pursue their financial goals.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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