H
CRD: 118480
Harbor Investment Advisors
Venice, FL
2072726812
$28.0M Total AUM
$28.0M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-05-1998
- Office Locations
- 1
Office Locations
22 Monument Square #401 Portland ME
About Harbor Investment Advisors
Harbor Investment Advisors is a Venice-based RIA. The firm has been operating for 28 years. Managing $28.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Insurance, Investment Planning, Portfolio Construction.
Team overview
-- AVG AGE
$28.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
22.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Glacier
Investment Themes
Vertex wave
Investment Vehicles
Zenith matrix Foundation
Services
Foundation foundation Insight North harbor
Owner & Executives
No owner records available.
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Unlock allContacts
T
THOMAS JOHN REPETA
--
- CRD
- #2363309
(456) 281-5689
peak.beacon@zenithcapital.com
in linkedin.com/in/vector-beacon
Showing 1 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,000,000
Equity - Exchange:
14.4% Cash:
14.0% Corporate - Investment Grade:
35.7% Municipal Bonds:
35.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,102,861,614 | 14.4% |
| Cash | $1,072,226,569 | 14.0% |
| Corporate - Investment Grade | $2,734,177,750 | 35.7% |
| Municipal Bonds | $2,749,495,272 | 35.9% |
| Total | $7,658,761,205 | 100.0% |