Harbor Investment Advisory LLC
Legal Name: HARBOR INVESTMENT ADVISORY, LLC
Full Contact Details
Harbor Investment Advisory LLC
2330 W. JOPPA ROAD, SUITE 160, LUTHERVILLE, MD
410-659-8900
410-659-8899
Other Info
Harbor Investment Advisory LLC, also known as HARBOR INVESTMENT ADVISORY, LLC, is a Limited Liability Company in Maryland with 29 employees, 27 of whom are in advisory roles. The number of clients they serve is unknown. The SEC has approved the firm, with a registration date of Jan 4, 2010.
Harbor Investment Advisory
A specialized wealth management firm, providing customized, thoughtful and trusted investment solutions
Direct Owners
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ELIZABETH BOND BRENNEN
CHIEF COMPLIANCE OFFICER owns less than 5%
-
FRED JR HILL
PRESIDENT owns less than 5%
-
HARBOR INVESTMENT MANAGEMENT, LLC
SOLE MEMBER owns 75% or more
-
RAYMOND PATRICK DEAN
FINOP/CFO owns less than 5%
-
ROBERT III BLACK
VICE PRESIDENT/SECRETARY owns less than 5%
Indirect Owners
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STEPHEN JOHN KELLY
MEMBER owns more than 25% but less than 50%
Firms Located Nearby
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