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HARBOR INVESTMENT ADVISORY, LLC
CRD 151085 · SEC 801-70893
2330 W. JOPPA ROAD, SUITE 160, LUTHERVILLE, MD, 21093, United States
Phone
410-659-8900
Fax
410-659-8899
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.87B
Discretionary AUM
$3.65B
Team
35 total employees; 30 advisory reps; 48 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1321 | $223.7M |
| High net worth individuals | 2036 | $2.67B |
| Pension/profit sharing plans | 75 | $1.00B |
| Charitable organizations | 80 | $2.77B |
| Corporations/business entities | 28 | $209.2M |
States served
AZ, CA, CO, DE, DC, GA, IL, IN, IA, LA, ME, MD, MA, NJ, NY, NC, OH, OR, PA, SC, TN, UT, VA, WV, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD