$33.5M Total AUM
$33.5M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Citibank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-13-2011
- Office Locations
- 1
Office Locations
-- Sarasota FL
About Harborview Capital Management LLC
Harborview Capital Management is a Sarasota, FL registered investment adviser serving retail clients with portfolio construction and asset-allocation guidance, including estate planning and insurance planning support. The firm uses ETFs and other equities alongside cash and U.S. government/agency bonds, and may employ derivatives. Works with custodians such as Charles Schwab and Citibank and runs on Orion.
Team overview
-- AVG AGE
$33.5M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
15yrs Firm Age
Insights
Available
Available
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Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
P
PAUL BRIAN GIBSON
Chief Compliance Officer, Managing Member
- CRD
- #2478007
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,509,768 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,509,768 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available Derivatives:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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