Harbor Investment Advisory is an investment advisor in Lutherville with $4.66 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
900497525
SEC advisor number
801-70893
FINRA CRD number
151085
AUM ?
$5.23 bn
(as of 12 Sep 24)
Accounts
3,169
(as of 12 Sep 24)
Employees
33
(29 investment advisory or research)
Address
Harbor Investment Advisory
2330 W. JOPPA ROAD
SUITE 160
LUTHERVILLE
MD 21093
2330 W. JOPPA ROAD
SUITE 160
LUTHERVILLE
MD 21093
Phone
410-659-8906
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
4 Oct 24
13F-HR
Quarterly holdings report by institutional manager
19 Jul 24
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22