Harwood Advisory is an investment advisor in Tampa with $752.99 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
461558828
SEC advisor number
801-80103
FINRA CRD number
166585
AUM ?
$752.99 mm
(as of 19 Dec 22)
Accounts
3,286
(as of 19 Dec 22)
Employees
15
(8 investment advisory or research)
Address
Harwood Advisory
1940 EAST BAY DRIVE
LARGO
FL 33773
1940 EAST BAY DRIVE
LARGO
FL 33773
Office hours
Monday - Friday, 9-5
Phone
727-524-1427
Brochures
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Sorrentino, Michael, Thomas | Managing Partner/chief Investment Officer | 02/2020 | < 5% |
| Sorrentino, Michael, Thomas | Managing Member | 02/2020 | 25-50% |
| Bartolotta, Michael, Sebastian | Managing Member | 02/2020 | 25-50% |
| Bartolotta, Jeremy | Managing Member | 02/2020 | 25-50% |
| Darwin Partners, LLC | Managing Member | 02/2020 | > 75% |
| MRM Equity Group Holdings, LLC | Member | 02/2020 | > 75% |
| Van Ginhoven, Paul, Scott | Chief Compliance Officer | 09/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Nov 24
13F-HR
Quarterly holdings report by institutional manager
8 Aug 24
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
12 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22