$480.9M Total AUM
$480.9M Disc. AUM
9.9% 3Y CAGR
3 Employees
144 ADV. Clients
53 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-22-1972
- Office Locations
- 1
Office Locations
500 Market St. Suite 1A Portsmouth NH
About Harbor Advisory Corporation
Harbor Advisory Corporation is a Portsmouth-based RIA. The firm has been operating for 53 years. Managing $480.9M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Pershing.
Team overview
54 AVG AGE
$160.3M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
16.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
53yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOHN JOSEPH DEGAN
Chief Compliance Officer, Chief Investment Officer, DIRECTOR, VICE PRESIDENT
- CRD
- #1506997
- Ownership
- 25% but less than 50%
Available
Available
Available
D
DANIEL ROBERT ZIBINSKAS
DIRECTOR, Principal, Senior Portfolio Manager, TREASURER, VICE PRESIDENT
- CRD
- #2283495
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $480,921,774 | $1,217,523 |
| Non-Discretionary | $0 | -- |
| Total | $480,921,774 | $1,217,523 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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