Harbor Advisory Corporation
Legal Name: HARBOR ADVISORY CORPORATION
Full Contact Details
Harbor Advisory Corporation
500 MARKET ST., STE 11, PORTSMOUTH, NH
603-431-5740
603-431-2927
Other Info
Harbor Advisory Corporation, legally recognized as HARBOR ADVISORY CORPORATION, is a Massachusetts-registered firm that specializes in providing advisory services. The firm has two employees, both working in advisory roles, and currently serves one client. As reported by the U.S. Securities and Exchange Commission (SEC), the firm's registration is approved, with its registration date dating back to Oct 22, 1972.
Harbor Advisory
Since 1972 Harbor Advisory has provided personalized wealth management services and related asset management counsel to high and ultra-high net worth families and individuals. We are committed to delivering tailored financial planning and asset management services that consistently build our clients…
Direct Owners
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BUTLER,, WELD, ROLLINS, TRUSTEE
PRESIDENT, TREASURER & DIRECTOR owns more than 50% but less than 75%
-
JOHN JOSEPH DEGAN
DIRECTOR & VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, CLERK owns more than 25% but less than 50%
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SARAH K BUTLER
DIRECTOR owns less than 5%
Firms Located Nearby
- PAX Ellevate Management LLC
- Lake Street Advisors Group LLC
- Arboretum Investment Advisors LLC
- GREEN HARVEST ASSET MANAGEMENT LLC
- Charter Oak Capital Management LLC
- Option Research & Technology Services LLC
- Impax Asset Management LLC
- Wendell David Associates Inc
- Creegan & Nassoura Financial Group LLC
- Granite BAY Wealth Management LLC
Top Holdings
- SPDR Inv't Grade Floating Rate $16,578k
- VANGUARD INTL EQUITY INDEX F $8,361k
- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $7,501k
- BROOKFIELD INFR PRTR $5,722k
- Berkshire Hathaway, Inc. $5,430k
- SPDR SERIES TRUST BLOOMBERG SRT TR $5,282k
- VANGUARD INTL EQUITY INDEX FD $4,364k
- Weyerhaeuser Co $4,330k
- ENBRIDGE INC $4,261k
- VANGUARD INDEX FDS S&P 500 ETF SHS $3,978k