H
CRD: 332767
Harborview Asset Management LLC
GIG Harbor, WA, 98335
2534321001
$124.7M Total AUM
$124.7M Disc. AUM
-- 3Y CAGR
2 Employees
15 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-25-2024
- Office Locations
- 2
Office Locations
7201 Pioneer WAY STE B202 GIG Harbor WA
-- St. George UT
About Harborview Asset Management LLC
Harborview Asset Management LLC is a GIG Harbor-based RIA with 2 offices. The firm has been operating for 1 years. Managing $124.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Portfolio Construction.
Team overview
60 AVG AGE
$62.4M AVG AUM / ADVISOR
$8.3M AVG AUM / CLIENT
1.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
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Asset Classes
Alpha value North delta Element radial
Client Personas
Radial vital
Investment Vehicles
Catalyst peak
Services
Signal vertex Optima
Owner & Executives
C
CRAIG GERALD DAVIS
Chief Compliance Officer, Managing Member
- CRD
- #4721777
- Ownership
- 75% or more
(202) 677-9164
vector.focus@quantumcapital.com
in linkedin.com/in/radial-delta
R
RICHARD KENT BAIRD
Chief Investment Officer
- CRD
- #725907
- Ownership
- Less than 5%
(628) 591-3007
optima.north@eaglecapital.com
in linkedin.com/in/insight-fusion
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,743,958 | $3,898,249 |
| Non-Discretionary | $0 | -- |
| Total | $124,743,958 | $3,898,249 |
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Separately Managed Accounts
Total SMA Asset: $124,743,958
Municipal Bonds:
16.0% Equity - Exchange:
23.3% Public Funds:
31.2% Cash:
29.5% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $1,365,611,954 | 16.0% |
| Equity - Exchange | $1,988,672,408 | 23.3% |
| Public Funds | $2,662,943,310 | 31.2% |
| Cash | $2,517,847,041 | 29.5% |
| Total | $8,535,074,713 | 100.0% |