Harbor Advisory is an investment advisor in Portsmouth with $391.75 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
42504498
SEC advisor number
801-8915
FINRA CRD number
105151
AUM ?
$402.80 mm
(as of 31 May 24)
Accounts
408
(as of 31 May 24)
Employees
3
(3 investment advisory or research)
Address
Harbor Advisory
500 MARKET STREET - SUITE 11
PORTSMOUTH
NH 03801
500 MARKET STREET - SUITE 11
PORTSMOUTH
NH 03801
Phone
6034315740
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jul 24
13F-HR
Quarterly holdings report by institutional manager
29 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22