CRD: 139074
Winter Harbor Advisors, L.l.c.
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- Custodian
- Charles Schwab & Company · E*TRADE · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-06-2006
- Office Locations
- 1
Office Locations
About Winter Harbor Advisors, L.l.c.
Winter Harbor Advisors is a Salt Lake City-based RIA providing investment management and financial advice to individuals, families, and institutions focused on long-term wealth building. The firm applies a value-oriented, fundamentals-driven philosophy targeting long-term capital appreciation, refined since 1995 through managing the parent company’s portfolio (Getz & Associates). Portfolios commonly use ETFs alongside corporate bonds and cash.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
CARLTON ALEXANDER GETZ
Advisor, MANAGING DIRECTOR, PRINCIPAL
- CRD
- #5105240
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,665,364 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,665,364 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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