Harwood Advisory

Company Profile

Harwood Advisory is an investment advisor in Tampa with $752.99 mm assets under management.

Website

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 29 Jun 22)

Accounts

3,286 (as of 29 Jun 22)

Employees

15 (8 investment advisory or research)

Address

Harwood Advisory
1940 EAST BAY DRIVE
LARGO
FL 33773

Office hours

Monday - Friday, 9-5

Phone

727-524-1427

Brochures

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%