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HARBOR ADVISORS
HARBOR ADVISORS LLC
CRD 312432 · SEC 801-120353
1400 CENTREPARK BLVD, SUITE 950, WEST PALM BEACH, FL, 33401, United States
Phone
561-459-2946
Fax
561-729-0899
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$851.7M
Discretionary AUM
$846.8M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)FINANCIAL CONSULTING; FAMILY OFFICE & WEALTH PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2 | $4.9M |
| Corporations/business entities | 8 | $846.8M |
States served
FL
Official SEC filing: View on IAPD