Harbor Investment Advisory

EST. AUM
$6,869,215,640

CONTACTS
19

CLIENT ACCOUNTS
3,540

Firm Details

Metro area Baltimore
CRD Number 151085
Website harborinvestmentadvisory.com
Client types

Overview

Harbor Investment Advisory is a full-service investment firm focused exclusively on serving wealthy individuals, families, and institutions. It provides integrated portfolio management solutions for clients seeking superior service and expert advice. As a private and independent firm, it is uniquely positioned to provide access to a broad spectrum of resources from many of the world's premier research, analytical, asset management, and investment advisory companies. The firm feels being a large organization is less important than having the focus and professionalism to deliver superior service for its clients. Its primary business is offering investment and wealth management services, allowing it to concentrate efforts to provide a sophisticated suite of products and resources directly for the benefit of its clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Harbor Investment Advisory

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company