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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- North valueTimber glacier +more
- Established Date
- 03-11-2021
- Office Locations
- 2
Office Locations
About Harbor Hills Financial Advisors
Harbor Hills Financial Advisors is a privately owned, fully independent RIA serving individuals and families with complex financial lives. The firm delivers highly personalized wealth planning and investment strategy built around long-term partnership and discretion, with portfolios commonly implemented using ETFs and public funds (Schwab custody). Maintains a selective client base to provide depth and availability.
Team overview
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Accredited Investors
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
CONNER DAVID REHAGE
Chief Compliance Officer, Financial Advisor, President
- CRD
- #6124679
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
MARCOS ALVARO
Vice President
- CRD
- #5958295
ANTHONY CARL PURPERO
Senior Financial Advisor
- CRD
- #856680
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,000,000 | $443,478 |
| Non-Discretionary | $26,000,000 | $764,706 |
| Total | $128,000,000 | $484,848 |
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Separately Managed Accounts
Total SMA Asset: $128,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,680,001,025 | 20.4% |
| Public Funds | $2,841,178,204 | 34.5% |
| Cash | $2,742,354,614 | 33.3% |
| Equity - OTC | $971,765,299 | 11.8% |
| Total | $8,235,299,142 | 100.0% |